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
251
$70.3K 0.02%
11,743
+88
252
$69K 0.02%
+1,591
253
$68.8K 0.02%
+7,881
254
$68.2K 0.02%
+718
255
$67.9K 0.02%
+6,100
256
$67.4K 0.02%
+2,500
257
$67K 0.02%
+1,000
258
$65.7K 0.02%
3,688
259
$65.3K 0.02%
+1,132
260
$64.2K 0.02%
+1,371
261
$64.1K 0.02%
+200
262
$64K 0.02%
+6,580
263
$63.8K 0.02%
+5,764
264
$63.2K 0.02%
+554
265
$62.8K 0.02%
+385
266
$61.9K 0.02%
+1,283
267
$61.7K 0.02%
+1,415
268
$61.3K 0.02%
+1,065
269
$61.1K 0.02%
+400
270
$60.6K 0.02%
+355
271
$60.6K 0.02%
+1,294
272
$60.2K 0.02%
+929
273
$59.6K 0.02%
+124
274
$59.3K 0.02%
+149
275
$59.2K 0.02%
+4,833
9 10
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