DWAM
Duncan Williams Asset Management Portfolio holdings
AUM
$355M
1-Year Est. Return
17.53%
1 Year Est. Return
+17.53%
AUM
$317M
AUM Growth
+$40M
(+14%)
Holding
156
Top Buys
| 1 | +$7.45M | |
| 2 | +$4.56M | |
| 3 | +$2.12M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$1.45M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$949K |
Top Sells
| 1 | +$927K | |
| 2 | +$752K | |
| 3 | +$354K | |
| 4 |
Apple
AAPL
|
+$338K |
| 5 |
Cipher Mining
CIFR
|
+$327K |
Sector Composition
| 1 | Financials | 10.51% |
| 2 | Technology | 10.44% |
| 3 | Consumer Discretionary | 4.2% |
| 4 | Healthcare | 2.98% |
| 5 | Consumer Staples | 2.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eos Energy Enterprises
EOSE
$3.98B
| $138K | 0.04% |
27,000
+6,500
|
|
||
152
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
| $135K | 0.04% |
10,351
-2,104
|
|
||
|
CAN
153
Canaan Creative
CAN
$418M
| $6.18K | ﹤0.01% |
10,000
|
|
||
154
Algonquin Power & Utilities
AQN
$4.66B
| – | – |
-19,800
|
|
||
|
ACP
155
abrdn Income Credit Strategies Fund
ACP
$690M
| – | – |
-10,093
|
|