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
526
$5.13K ﹤0.01%
200
527
$5.13K ﹤0.01%
100
528
$5.12K ﹤0.01%
252
529
$5.11K ﹤0.01%
36
+23
530
$5.07K ﹤0.01%
32
531
$5.06K ﹤0.01%
13
532
$5.05K ﹤0.01%
103
533
$5.01K ﹤0.01%
+25
534
$4.96K ﹤0.01%
35
535
$4.89K ﹤0.01%
65
536
$4.89K ﹤0.01%
370
537
$4.88K ﹤0.01%
4,000
+1,000
538
$4.86K ﹤0.01%
22
539
$4.84K ﹤0.01%
40
540
$4.77K ﹤0.01%
71
541
$4.73K ﹤0.01%
18
542
$4.71K ﹤0.01%
81
543
$4.63K ﹤0.01%
16
544
$4.62K ﹤0.01%
75
545
$4.36K ﹤0.01%
212
546
$4.21K ﹤0.01%
+30
547
$4.19K ﹤0.01%
100
548
$4.11K ﹤0.01%
22
549
$4.08K ﹤0.01%
232
-141
550
$3.91K ﹤0.01%
36
20 21
22
23 24