Duncan Williams Asset Management, LLC - Portfolio overview

Duncan Williams Asset Management, LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, 11.96%
2. VUG - VANGUARD GROWTH ETF, 11.59%
3. IUSV - ISHARES CORE S&P US VALUE ETF, 7.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.