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
$307M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$347K
3
+$332K
4
PLTR icon
Palantir
PLTR
+$266K
5
LLY icon
Eli Lilly
LLY
+$248K

Top Sells

1
+$743K
2
+$666K
3
+$383K
4
GLD icon
SPDR Gold Trust
GLD
+$382K
5
FISV
Fiserv Inc
FISV
+$353K

Sector Composition

1 Technology 27.02%
2 Financials 12.11%
3 Communication Services 7.71%
4 Energy 6.67%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 0.94%
16,332
-867
27
$2.83M 0.92%
26,833
-169
28
$2.8M 0.91%
6,667
-542
29
$2.72M 0.89%
15,402
30
$2.67M 0.87%
4,909
-61
31
$2.61M 0.85%
13,432
+174
32
$2.57M 0.84%
26,432
+77
33
$2.52M 0.82%
23,350
-971
34
$2.45M 0.8%
38,934
-263
35
$2.34M 0.76%
12,848
36
$2.15M 0.7%
23,924
-119
37
$2.12M 0.69%
26,726
-1,568
38
$2.09M 0.68%
11,854
+3
39
$1.94M 0.63%
12,696
-235
40
$1.92M 0.62%
3,104
+48
41
$1.91M 0.62%
6,591
-26
42
$1.86M 0.61%
5,079
43
$1.79M 0.58%
14,152
44
$1.77M 0.58%
59,224
-1,303
45
$1.75M 0.57%
8,713
+283
46
$1.59M 0.52%
15,348
47
$1.52M 0.49%
11,708
-1,000
48
$1.49M 0.49%
78,615
-78
49
$1.45M 0.47%
6,296
-115
50
$1.33M 0.43%
6,486
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2
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