GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 28.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$483K
3
+$427K
4
HUBB icon
Hubbell
HUBB
+$423K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$337K

Top Sells

1
+$1.52M
2
+$1.08M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$818K
5
KEYS icon
Keysight
KEYS
+$785K

Sector Composition

1 Technology 28.62%
2 Financials 11.7%
3 Communication Services 7.53%
4 Energy 6.45%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.02%
13,988
+1,917
27
$3.17M 0.98%
22,425
28
$2.89M 0.89%
11,886
+32
29
$2.87M 0.89%
15,402
30
$2.82M 0.87%
13,846
+414
31
$2.75M 0.85%
24,986
-1,847
32
$2.66M 0.82%
5,810
-857
33
$2.37M 0.73%
37,451
-1,483
34
$2.36M 0.73%
12,723
+27
35
$2.35M 0.73%
20,884
-2,466
36
$2.27M 0.7%
5,082
+173
37
$2.26M 0.7%
23,928
+4
38
$2.07M 0.64%
12,758
-90
39
$2.05M 0.63%
25,420
+25
40
$2.02M 0.62%
24,023
-2,703
41
$1.99M 0.62%
14,152
42
$1.98M 0.61%
9,216
+503
43
$1.97M 0.61%
57,170
-2,054
44
$1.83M 0.56%
2,741
-363
45
$1.8M 0.56%
6,380
-211
46
$1.73M 0.53%
15,348
47
$1.51M 0.47%
78,848
+233
48
$1.42M 0.44%
5,996
-300
49
$1.41M 0.44%
+43,601
50
$1.4M 0.43%
2,328
+166
1
2
3 4 5