GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $331M
1-Year Est. Return 24.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$989K
3
+$837K
4
CVX icon
Chevron
CVX
+$611K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$600K

Top Sells

1
+$977K
2
+$522K
3
+$444K
4
JNJ icon
Johnson & Johnson
JNJ
+$396K
5
META icon
Meta Platforms (Facebook)
META
+$388K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$91.8K 0.03%
+681
227
$89.9K 0.03%
+7,749
228
$89.2K 0.03%
+2,563
229
$87.2K 0.03%
+1,500
230
$86.8K 0.03%
+496
231
$85.7K 0.03%
+1,622
232
$85.4K 0.03%
+900
233
$84.9K 0.03%
+8,485
234
$84.8K 0.03%
+371
235
$83.8K 0.03%
+3,117
236
$81.5K 0.03%
+612
237
$81.5K 0.03%
+1,452
238
$80.6K 0.03%
+323
239
$80.4K 0.03%
+2,400
240
$79.8K 0.03%
+634
241
$79.4K 0.03%
+1,449
242
$78.8K 0.03%
+2,700
243
$78.7K 0.03%
+1,074
244
$76.7K 0.03%
+1,546
245
$76.6K 0.03%
+2,076
246
$74.9K 0.03%
+2,629
247
$74.6K 0.03%
+8,800
248
$73.7K 0.03%
+154
249
$72.1K 0.03%
+208
250
$71.6K 0.02%
+3,383
8 9
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