GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
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 11.39%
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
451
$10.2K ﹤0.01%
600
452
$10.2K ﹤0.01%
343
453
$10.1K ﹤0.01%
92
-12
454
$9.94K ﹤0.01%
17
455
$9.88K ﹤0.01%
2,649
456
$9.85K ﹤0.01%
78
457
$9.8K ﹤0.01%
260
458
$9.71K ﹤0.01%
410
459
$9.65K ﹤0.01%
211
460
$9.62K ﹤0.01%
65
461
$9.51K ﹤0.01%
265
462
$9.17K ﹤0.01%
131
463
$9.12K ﹤0.01%
140
464
$8.97K ﹤0.01%
221
465
$8.89K ﹤0.01%
239
466
$8.72K ﹤0.01%
33
467
$8.72K ﹤0.01%
71
-6,166
468
$8.62K ﹤0.01%
213
-52
469
$8.6K ﹤0.01%
150
470
$8.52K ﹤0.01%
61
471
$8.45K ﹤0.01%
105
472
$8.31K ﹤0.01%
535
473
$7.95K ﹤0.01%
28
474
$7.87K ﹤0.01%
112
475
$7.78K ﹤0.01%
24
17 18
19
20 21