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
276
$58.4K 0.02%
+105
277
$57.2K 0.02%
+4,918
278
$56.8K 0.02%
1,310
-3,684
279
$56.8K 0.02%
+796
280
$56.6K 0.02%
+1,225
281
$54.5K 0.02%
+214
282
$54.5K 0.02%
+7,575
283
$53.8K 0.02%
+96
284
$53.5K 0.02%
+1,668
285
$52.8K 0.02%
+187
286
$51.8K 0.02%
+5,550
287
$51.4K 0.02%
+1,330
288
$50.1K 0.02%
+4,765
289
$48.7K 0.02%
453
-2,218
290
$47.5K 0.02%
+701
291
$46.5K 0.02%
+1,025
292
$45.6K 0.02%
+493
293
$45.5K 0.02%
+501
294
$45.5K 0.02%
+5,500
295
$44.7K 0.02%
+300
296
$44.5K 0.02%
+300
297
$44.5K 0.02%
3,718
298
$44.4K 0.02%
+2,875
299
$44.3K 0.02%
+2,216
300
$43.3K 0.02%
+912
10 11
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