GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$365K
3
+$364K
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$364K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$349K

Top Sells

1
+$3.27M
2
+$893K
3
+$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$93.9K 0.03%
3,789
227
$93.3K 0.03%
7,749
228
$92.8K 0.03%
1,698
229
$92.5K 0.03%
6,083
+149
230
$92.2K 0.03%
130
231
$92.1K 0.03%
548
+1
232
$89.8K 0.03%
8,500
+4,200
233
$89.6K 0.03%
324
+1
234
$89.2K 0.03%
460
235
$88K 0.03%
371
236
$87.8K 0.03%
3,117
237
$87.6K 0.03%
914
+270
238
$87.2K 0.03%
310
239
$86.8K 0.03%
2,400
240
$85K 0.03%
1,288
-3,750
241
$84.9K 0.03%
1,351
-46
242
$84.6K 0.03%
1,009
+9
243
$84.3K 0.03%
496
244
$84.2K 0.03%
1,550
+2
245
$83.3K 0.03%
900
246
$82.7K 0.03%
5,858
+72
247
$82K 0.03%
2,500
248
$82K 0.03%
700
249
$81.3K 0.03%
290
+90
250
$81.3K 0.03%
154
8 9
10
11 12