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
576
$3.15K ﹤0.01%
1
577
$3.09K ﹤0.01%
36
578
$3.07K ﹤0.01%
32
-112
579
$3.06K ﹤0.01%
46
580
$3.05K ﹤0.01%
138
581
$3.01K ﹤0.01%
9
582
$2.95K ﹤0.01%
35
583
$2.94K ﹤0.01%
40
584
$2.87K ﹤0.01%
9
585
$2.77K ﹤0.01%
17
586
$2.75K ﹤0.01%
61
587
$2.74K ﹤0.01%
10
588
$2.73K ﹤0.01%
35
589
$2.69K ﹤0.01%
26
590
$2.67K ﹤0.01%
40
591
$2.67K ﹤0.01%
88
592
$2.66K ﹤0.01%
37
593
$2.63K ﹤0.01%
14
+1
594
$2.61K ﹤0.01%
108
595
$2.61K ﹤0.01%
+72
596
$2.58K ﹤0.01%
58
597
$2.54K ﹤0.01%
212
598
$2.39K ﹤0.01%
120
599
$2.33K ﹤0.01%
44
600
$2.29K ﹤0.01%
229
22 23
24
25 26