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
251
$78.4K 0.03%
2,664
+18
252
$77.6K 0.03%
11,926
+90
253
$77K 0.02%
+707
254
$76.6K 0.02%
786
255
$76.1K 0.02%
696
256
$75.5K 0.02%
1,078
+2
257
$75.4K 0.02%
8,800
258
$73.7K 0.02%
6,355
+123
259
$73.6K 0.02%
1,375
+560
260
$73.5K 0.02%
208
261
$72.9K 0.02%
2,076
262
$70.6K 0.02%
5,902
+80
263
$70.5K 0.02%
718
264
$70.1K 0.02%
524
265
$69.9K 0.02%
3,329
+42
266
$69.7K 0.02%
1,483
+409
267
$69.4K 0.02%
6,757
+101
268
$67.2K 0.02%
242
269
$66.8K 0.02%
482
270
$66K 0.02%
1,000
271
$65.8K 0.02%
4,017
-7,784
272
$65.7K 0.02%
554
273
$65.4K 0.02%
124
274
$65K 0.02%
7,880
-1
275
$64.8K 0.02%
1,186
9 10
11
12 13