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
451
$8K ﹤0.01%
+221
452
$7.95K ﹤0.01%
+30
453
$7.85K ﹤0.01%
+200
454
$7.78K ﹤0.01%
+32
455
$7.73K ﹤0.01%
+17
456
$7.7K ﹤0.01%
+60
457
$7.58K ﹤0.01%
+28
458
$7.54K ﹤0.01%
+35
459
$7.46K ﹤0.01%
+35
460
$7.45K ﹤0.01%
+45
461
$7.31K ﹤0.01%
+172
462
$7.28K ﹤0.01%
+65
463
$7.01K ﹤0.01%
+716
464
$6.97K ﹤0.01%
+24
465
$6.64K ﹤0.01%
+16
466
$6.62K ﹤0.01%
+100
467
$6.62K ﹤0.01%
+252
468
$6.49K ﹤0.01%
+138
469
$6.46K ﹤0.01%
+200
470
$6.43K ﹤0.01%
+38
471
$6.39K ﹤0.01%
+100
472
$6.38K ﹤0.01%
+19
473
$6.37K ﹤0.01%
5,399
-5,000
474
$6.33K ﹤0.01%
+529
475
$6.17K ﹤0.01%
+400
17 18
19
20 21