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
351
$24.9K 0.01%
+300
352
$24.8K 0.01%
+2,392
353
$24.3K 0.01%
+2,038
354
$23.6K 0.01%
+500
355
$23.2K 0.01%
+195
356
$23.2K 0.01%
+121
357
$22.8K 0.01%
+1,000
358
$22.7K 0.01%
+186
359
$22.6K 0.01%
+54
360
$22.3K 0.01%
+251
361
$22.1K 0.01%
+4,000
362
$21.5K 0.01%
+125
363
$21.4K 0.01%
+1,493
364
$21K 0.01%
+200
365
$20.8K 0.01%
+161
366
$20.8K 0.01%
+180
367
$20.8K 0.01%
+1,000
368
$20.8K 0.01%
+195
369
$20.1K 0.01%
+1,000
370
$20.1K 0.01%
+273
371
$20K 0.01%
+147
372
$19.8K 0.01%
+250
373
$19.6K 0.01%
+204
374
$19.5K 0.01%
+657
375
$19.4K 0.01%
+71