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
526
$3.42K ﹤0.01%
+18
527
$3.4K ﹤0.01%
+88
528
$3.39K ﹤0.01%
+14
529
$3.39K ﹤0.01%
+22
530
$3.37K ﹤0.01%
+36
531
$3.31K ﹤0.01%
+10
532
$3.3K ﹤0.01%
+4
533
$3.17K ﹤0.01%
+56
534
$3.15K ﹤0.01%
+1
535
$3.12K ﹤0.01%
+9
536
$3.11K ﹤0.01%
+9
537
$3.07K ﹤0.01%
+74
538
$3.06K ﹤0.01%
+35
539
$2.95K ﹤0.01%
+78
540
$2.95K ﹤0.01%
+37
541
$2.9K ﹤0.01%
+10
542
$2.85K ﹤0.01%
+34
543
$2.81K ﹤0.01%
+108
544
$2.77K ﹤0.01%
+75
545
$2.66K ﹤0.01%
+40
546
$2.6K ﹤0.01%
+35
547
$2.53K ﹤0.01%
+138
548
$2.46K ﹤0.01%
+43
549
$2.44K ﹤0.01%
+28
550
$2.43K ﹤0.01%
+212
20 21
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