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
551
$3.9K ﹤0.01%
100
552
$3.88K ﹤0.01%
18
553
$3.84K ﹤0.01%
200
554
$3.83K ﹤0.01%
15
555
$3.8K ﹤0.01%
55
556
$3.73K ﹤0.01%
23
557
$3.71K ﹤0.01%
14
558
$3.6K ﹤0.01%
12
559
$3.58K ﹤0.01%
16
560
$3.55K ﹤0.01%
4
561
$3.55K ﹤0.01%
20
562
$3.54K ﹤0.01%
148
563
$3.54K ﹤0.01%
75
564
$3.5K ﹤0.01%
74
565
$3.45K ﹤0.01%
90
566
$3.37K ﹤0.01%
18
567
$3.35K ﹤0.01%
78
568
$3.27K ﹤0.01%
56
569
$3.24K ﹤0.01%
43
570
$3.23K ﹤0.01%
250
571
$3.2K ﹤0.01%
36
572
$3.19K ﹤0.01%
90
-1,445
573
$3.19K ﹤0.01%
750
-100
574
$3.17K ﹤0.01%
34
575
$3.15K ﹤0.01%
+38
21 22
23
24 25