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
376
$19.3K 0.01%
+200
377
$19.3K 0.01%
+100
378
$18.9K 0.01%
+494
379
$18.8K 0.01%
+35
380
$18.7K 0.01%
+1,599
381
$17.9K 0.01%
+221
382
$17.7K 0.01%
+315
383
$17.6K 0.01%
+141
384
$17.6K 0.01%
+115
385
$17.5K 0.01%
+70
386
$17.3K 0.01%
+124
387
$17.2K 0.01%
+419
388
$17.2K 0.01%
+88
389
$16.4K 0.01%
+2,133
390
$16.3K 0.01%
+173
391
$16.2K 0.01%
+200
392
$16.1K 0.01%
+111
393
$16.1K 0.01%
+374
394
$16K 0.01%
+737
395
$15.1K 0.01%
+189
396
$15K 0.01%
+184
397
$14.9K 0.01%
+4,700
398
$14.9K 0.01%
+348
399
$14.7K 0.01%
+144
400
$14.7K 0.01%
+69
14 15
16
17 18