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
601
$716 ﹤0.01%
+2
602
$642 ﹤0.01%
+16
603
$638 ﹤0.01%
+13
604
$621 ﹤0.01%
+7
605
$588 ﹤0.01%
+9
606
$585 ﹤0.01%
+334
607
$501 ﹤0.01%
+13
608
$470 ﹤0.01%
+8
609
$467 ﹤0.01%
+22
610
$459 ﹤0.01%
+28
611
$457 ﹤0.01%
+8
612
$454 ﹤0.01%
+10
613
$435 ﹤0.01%
+57
614
$417 ﹤0.01%
+4
615
$413 ﹤0.01%
+3
616
$403 ﹤0.01%
+2
617
$390 ﹤0.01%
+10
618
$376 ﹤0.01%
+6
619
$341 ﹤0.01%
+25
620
$339 ﹤0.01%
+8
621
$319 ﹤0.01%
+2
622
$260 ﹤0.01%
+12
623
$234 ﹤0.01%
+6
624
$219 ﹤0.01%
+5
625
$205 ﹤0.01%
+22
22 23 24
25
26