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
476
$7.72K ﹤0.01%
35
477
$7.66K ﹤0.01%
172
478
$7.64K ﹤0.01%
258
+83
479
$7.42K ﹤0.01%
38
480
$7.26K ﹤0.01%
77
481
$7.2K ﹤0.01%
32
482
$7.2K ﹤0.01%
716
483
$7.01K ﹤0.01%
113
484
$6.95K ﹤0.01%
228
485
$6.9K ﹤0.01%
400
486
$6.89K ﹤0.01%
111
487
$6.86K ﹤0.01%
320
488
$6.85K ﹤0.01%
16
489
$6.64K ﹤0.01%
17
490
$6.56K ﹤0.01%
175
491
$6.55K ﹤0.01%
529
492
$6.5K ﹤0.01%
16
493
$6.36K ﹤0.01%
200
494
$6.3K ﹤0.01%
97
495
$6.29K ﹤0.01%
1,000
496
$6.25K ﹤0.01%
46
+15
497
$6.22K ﹤0.01%
138
498
$6.21K ﹤0.01%
75
499
$6.1K ﹤0.01%
61
500
$5.97K ﹤0.01%
300
18 19
20
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