StockDriftsStockDriftsTop 50 Duncan Williams Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 12.37% | 507.8K | $44.6M | -2.95%(-15.46K) | $80.20(+19.29%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 11.98% | 99.0K | $43.2M | -3.91%(-4.03K) | $58.08(+50.67%) | 2026-03-31 | |
| IUSV | ISHARES CORE S&P US VALUE ETF | 7.67% | 270.5K | $27.7M | -0.86%(-2.35K) | $98.23(+10.67%) | 2026-03-31 | |
| AVNM | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | 6.63% | 313.9K | $23.9M | +12.00%(+33.63K) | $72.25(+16.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 57.8K | $14.7M | +4.66%(+2.57K) | $217.65(+37.32%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.27% | 183.8K | $11.8M | +1.07%(+1.95K) | $54.47(+29.66%) | 2026-03-31 | |
| GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | 3.14% | 151.9K | $11.3M | -2.62%(-4.08K) | $66.95(+24.86%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.74% | 16.5K | $9.9M | +0.38%(+62) | $537.34(+27.00%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 2.54% | 46.7K | $9.2M | -6.65%(-3.33K) | $171.07(+21.81%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2.1% | 246.3K | $7.6M | -13.68%(-39.02K) | $26.48(+19.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.97% |
| Top 20 Holdings Unweighted | +8.89% | +29.13% |
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