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
276
$64.4K 0.02%
4,916
+41
277
$64K 0.02%
1,415
278
$64K 0.02%
7,930
+202
279
$63.9K 0.02%
1,293
+7
280
$63.2K 0.02%
1,075
-57
281
$62.2K 0.02%
698
282
$60.9K 0.02%
1,452
+2
283
$60.2K 0.02%
5,127
+10
284
$59K 0.02%
1,330
285
$58K 0.02%
214
286
$57.8K 0.02%
221
-60
287
$57.2K 0.02%
1,247
+15
288
$55.8K 0.02%
968
289
$55.1K 0.02%
5,756
+104
290
$54.8K 0.02%
+500
291
$54.6K 0.02%
701
292
$54.3K 0.02%
400
293
$53.6K 0.02%
571
+8
294
$53.4K 0.02%
96
295
$53.1K 0.02%
4,904
+69
296
$53K 0.02%
553
+203
297
$53K 0.02%
540
-87
298
$52.8K 0.02%
256
299
$52.8K 0.02%
300
300
$52K 0.02%
1,146
+3
10 11
12
13 14