GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $324M
1-Year Est. Return 25.3%
This Quarter Est. Return
1 Year Est. Return
+25.3%
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 11.4%
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
401
$18.4K 0.01%
1,741
-600
402
$18.3K 0.01%
1,159
-334
403
$18.1K 0.01%
204
404
$17.8K 0.01%
273
+3
405
$17.8K 0.01%
4,066
406
$17.4K 0.01%
1,097
+22
407
$17.3K 0.01%
35
408
$17.3K 0.01%
419
409
$17.3K 0.01%
115
410
$16.9K 0.01%
737
411
$16.9K 0.01%
348
412
$16.8K 0.01%
2,057
413
$16.4K 0.01%
69
414
$16K 0.01%
489
415
$15.9K 0.01%
250
416
$15.8K 0.01%
189
417
$15.7K 0.01%
+300
418
$15.6K 0.01%
200
419
$15.6K 0.01%
200
420
$15.3K ﹤0.01%
184
-9
421
$15.2K ﹤0.01%
1,367
422
$14.9K ﹤0.01%
168
423
$14.4K ﹤0.01%
130
-329
424
$14.3K ﹤0.01%
132
425
$14.2K ﹤0.01%
127
15 16
17
18 19