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
601
$2.19K ﹤0.01%
200
602
$2.18K ﹤0.01%
+187
603
$2.14K ﹤0.01%
171
604
$2.09K ﹤0.01%
55
605
$2.05K ﹤0.01%
100
606
$2.03K ﹤0.01%
20
607
$1.99K ﹤0.01%
15
608
$1.94K ﹤0.01%
15
609
$1.93K ﹤0.01%
25
610
$1.79K ﹤0.01%
32
611
$1.75K ﹤0.01%
22
612
$1.67K ﹤0.01%
28
613
$1.67K ﹤0.01%
72
614
$1.61K ﹤0.01%
51
615
$1.51K ﹤0.01%
+41
616
$1.47K ﹤0.01%
20
617
$1.45K ﹤0.01%
12
618
$1.44K ﹤0.01%
124
619
$1.39K ﹤0.01%
135
620
$1.39K ﹤0.01%
19
621
$1.39K ﹤0.01%
17
622
$1.36K ﹤0.01%
36
623
$1.25K ﹤0.01%
44
624
$1.24K ﹤0.01%
16
625
$1.19K ﹤0.01%
88
23 24
25
26 27