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
301
$42.5K 0.01%
+1,009
302
$42.3K 0.01%
+35
303
$41.9K 0.01%
+433
304
$41.9K 0.01%
+712
305
$41.2K 0.01%
3,082
-53
306
$41K 0.01%
+2,049
307
$40.5K 0.01%
+1,180
308
$39K 0.01%
+1,000
309
$38.6K 0.01%
+3,400
310
$38.3K 0.01%
+220
311
$37.9K 0.01%
+185
312
$37.8K 0.01%
+420
313
$37.7K 0.01%
+398
314
$37.5K 0.01%
+2,435
315
$36.9K 0.01%
+859
316
$36.2K 0.01%
+3,600
317
$36.1K 0.01%
+625
318
$35.8K 0.01%
+350
319
$35.2K 0.01%
+1,023
320
$34.9K 0.01%
+284
321
$34.7K 0.01%
+800
322
$34.6K 0.01%
+2,900
323
$34.3K 0.01%
+542
324
$33.1K 0.01%
+2,654
325
$32.9K 0.01%
+143
11 12
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