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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$9.05M
3
+$7.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.78%
2 Financials 12.49%
3 Healthcare 9.25%
4 Energy 8.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.02%
+22,425
27
$2.47M 1.02%
+15,742
28
$2.45M 1.01%
+69,103
29
$2.34M 0.97%
+69,452
30
$2.3M 0.95%
+15,402
31
$2.28M 0.94%
+39,381
32
$2.18M 0.9%
+37,847
33
$2.1M 0.87%
+19,927
34
$2.1M 0.87%
+3,982
35
$2.07M 0.86%
+12,544
36
$2.02M 0.83%
+25,760
37
$1.8M 0.75%
+18,285
38
$1.79M 0.74%
+7,284
39
$1.67M 0.69%
+4,951
40
$1.67M 0.69%
+14,930
41
$1.65M 0.68%
+11,832
42
$1.61M 0.67%
+16,109
43
$1.53M 0.63%
+9,647
44
$1.5M 0.62%
+85,924
45
$1.43M 0.59%
+41,174
46
$1.43M 0.59%
+31,562
47
$1.43M 0.59%
+3,004
48
$1.41M 0.58%
+6,232
49
$1.36M 0.56%
+7,084
50
$1.35M 0.56%
+17,118
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