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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$9.05M
3
+$7.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.78%
2 Financials 12.49%
3 Healthcare 9.25%
4 Energy 8.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.54%
+5,050
52
$1.25M 0.52%
+13,299
53
$1.25M 0.52%
+15,348
54
$1.23M 0.51%
+6,174
55
$1.23M 0.51%
+8,775
56
$1.2M 0.5%
+2,509
57
$1.19M 0.49%
+8,117
58
$1.18M 0.49%
+31,274
59
$1.15M 0.47%
+2,240
60
$1.13M 0.47%
+2,572
61
$1.09M 0.45%
+36,317
62
$1.09M 0.45%
+4,844
63
$1.05M 0.43%
+7,098
64
$1.05M 0.43%
+9,174
65
$1.03M 0.43%
+25,072
66
$986K 0.41%
+6,607
67
$986K 0.41%
+4,262
68
$986K 0.41%
+33,306
69
$977K 0.4%
+3,569
70
$962K 0.4%
+33,411
71
$950K 0.39%
+10,130
72
$930K 0.38%
+73,084
73
$918K 0.38%
+18,431
74
$896K 0.37%
+4,075
75
$870K 0.36%
+9,918
1 2
3
4 5