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
326
$32.8K 0.01%
+468
327
$32.6K 0.01%
+2,072
328
$32.5K 0.01%
+5,000
329
$32.5K 0.01%
1,000
-5,950
330
$32.4K 0.01%
+800
331
$32K 0.01%
+320
332
$31.7K 0.01%
+2,920
333
$31.6K 0.01%
+140
334
$31.3K 0.01%
+100
335
$31.2K 0.01%
+292
336
$31.1K 0.01%
+2,341
337
$30.8K 0.01%
+883
338
$30.8K 0.01%
+238
339
$30.7K 0.01%
+242
340
$29.7K 0.01%
+305
341
$29.6K 0.01%
+1,500
342
$29.5K 0.01%
+562
343
$29.3K 0.01%
+641
344
$28.9K 0.01%
+30
345
$28.5K 0.01%
+315
346
$27.5K 0.01%
+574
347
$27.3K 0.01%
+100
348
$27.3K 0.01%
+340
349
$26.1K 0.01%
+4,460
350
$25.8K 0.01%
+2,500
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