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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$989K
3
+$837K
4
CVX icon
Chevron
CVX
+$611K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$600K

Top Sells

1
+$977K
2
+$522K
3
+$444K
4
JNJ icon
Johnson & Johnson
JNJ
+$396K
5
META icon
Meta Platforms (Facebook)
META
+$388K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.7K ﹤0.01%
+265
502
$4.7K ﹤0.01%
+40
503
$4.59K ﹤0.01%
+46
504
$4.39K ﹤0.01%
+55
505
$4.36K ﹤0.01%
+103
506
$4.33K ﹤0.01%
+125
507
$4.32K ﹤0.01%
+32
508
$4.31K ﹤0.01%
+370
509
$4.31K ﹤0.01%
+40
510
$4.27K ﹤0.01%
+65
511
$4.13K ﹤0.01%
+148
512
$3.96K ﹤0.01%
+22
513
$3.91K ﹤0.01%
+90
514
$3.91K ﹤0.01%
+30
515
$3.88K ﹤0.01%
+23
516
$3.87K ﹤0.01%
+20
517
$3.8K ﹤0.01%
+250
518
$3.79K ﹤0.01%
+13
519
$3.73K ﹤0.01%
+35
520
$3.71K ﹤0.01%
+75
521
$3.54K ﹤0.01%
+18
522
$3.5K ﹤0.01%
+58
523
$3.5K ﹤0.01%
+16
524
$3.46K ﹤0.01%
+15
525
$3.44K ﹤0.01%
+42
19 20
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