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
426
$11.1K ﹤0.01%
+370
427
$11K ﹤0.01%
+113
428
$10.8K ﹤0.01%
+3,082
429
$10.6K ﹤0.01%
+758
430
$10.6K ﹤0.01%
+51
431
$10.6K ﹤0.01%
+200
432
$10.5K ﹤0.01%
+113
433
$10.5K ﹤0.01%
+100
434
$10.1K ﹤0.01%
+779
435
$10K ﹤0.01%
+343
436
$9.61K ﹤0.01%
+1,000
437
$9.45K ﹤0.01%
+288
438
$9.43K ﹤0.01%
+211
439
$9.39K ﹤0.01%
+600
440
$9.15K ﹤0.01%
+37
441
$9.15K ﹤0.01%
+260
442
$9.14K ﹤0.01%
+193
443
$8.62K ﹤0.01%
+410
444
$8.57K ﹤0.01%
+150
445
$8.51K ﹤0.01%
+100
446
$8.46K ﹤0.01%
+61
447
$8.45K ﹤0.01%
+112
448
$8.24K ﹤0.01%
+535
449
$8.07K ﹤0.01%
+140
450
$8.01K ﹤0.01%
+265
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