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
$283M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$554K
3
+$408K
4
TSLA icon
Tesla
TSLA
+$400K
5
LNG icon
Cheniere Energy
LNG
+$272K

Top Sells

1
+$994K
2
+$675K
3
+$447K
4
SFNC icon
Simmons First National
SFNC
+$410K
5
MSI icon
Motorola Solutions
MSI
+$343K

Sector Composition

1 Technology 25.41%
2 Financials 12.55%
3 Healthcare 7.85%
4 Energy 7.78%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 0.95%
4,805
+127
27
$2.69M 0.95%
17,199
-1,993
28
$2.66M 0.94%
15,402
29
$2.54M 0.9%
28,294
-1,638
30
$2.53M 0.89%
24,043
+8
31
$2.49M 0.88%
13,258
+387
32
$2.46M 0.87%
4,970
-50
33
$2.34M 0.83%
39,197
-676
34
$2.16M 0.76%
27,002
-2,257
35
$2.14M 0.76%
12,931
+160
36
$2.07M 0.73%
3,944
-375
37
$2.06M 0.73%
12,314
-1,508
38
$2.05M 0.72%
60,527
+301
39
$2.04M 0.72%
12,848
-265
40
$2.02M 0.72%
12,708
-15
41
$2M 0.71%
6,617
-18
42
$1.92M 0.68%
+26,355
43
$1.83M 0.65%
11,851
+4
44
$1.75M 0.62%
8,430
-17
45
$1.71M 0.6%
3,056
+46
46
$1.68M 0.59%
15,348
47
$1.57M 0.55%
5,079
+6
48
$1.51M 0.54%
6,411
-518
49
$1.47M 0.52%
78,693
-439
50
$1.46M 0.52%
7,076
+85
1
2
3 4 5