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
626
$1.12K ﹤0.01%
940
627
$1.08K ﹤0.01%
2
628
$1.07K ﹤0.01%
120
629
$948 ﹤0.01%
16
630
$884 ﹤0.01%
8
631
$873 ﹤0.01%
17
632
$837 ﹤0.01%
+50
633
$783 ﹤0.01%
7
634
$737 ﹤0.01%
2
635
$723 ﹤0.01%
2
636
$644 ﹤0.01%
32
637
$615 ﹤0.01%
8
638
$580 ﹤0.01%
9
639
$572 ﹤0.01%
8
640
$526 ﹤0.01%
20
641
$519 ﹤0.01%
13
642
$504 ﹤0.01%
4
643
$485 ﹤0.01%
57
644
$483 ﹤0.01%
2
645
$462 ﹤0.01%
28
646
$457 ﹤0.01%
22
647
$444 ﹤0.01%
3
648
$428 ﹤0.01%
10
649
$396 ﹤0.01%
8
650
$392 ﹤0.01%
10
24 25
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27 28