DWAM

Duncan Williams Asset Management Portfolio holdings

AUM $402M
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.45M
2 +$6.01M
3 +$5.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.93M

Top Sells

1 +$479K
2 +$406K
3 +$383K
4
NVDA icon
NVIDIA
NVDA
+$287K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$284K

Sector Composition

1 Technology 12.22%
2 Financials 11.77%
3 Consumer Discretionary 4.73%
4 Healthcare 3.7%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,411
152
-938