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
51
$1.46M 0.51%
13,980
-188
52
$1.45M 0.5%
5,056
+6
53
$1.39M 0.48%
8,870
-777
54
$1.35M 0.47%
8,302
+185
55
$1.33M 0.46%
14,551
+1,252
56
$1.32M 0.46%
15,348
57
$1.29M 0.45%
13,003
-5,282
58
$1.25M 0.44%
4,766
-78
59
$1.2M 0.42%
6,028
-146
60
$1.16M 0.4%
9,176
+2
61
$1.14M 0.4%
4,501
+239
62
$1.12M 0.39%
6,530
-77
63
$1.08M 0.38%
36,468
+151
64
$1.04M 0.36%
2,455
-117
65
$1.01M 0.35%
7,098
66
$989K 0.34%
23,558
-7,716
67
$973K 0.34%
33,560
+254
68
$962K 0.34%
+9,088
69
$948K 0.33%
9,918
70
$928K 0.32%
66,496
-6,588
71
$917K 0.32%
9,040
-1,090
72
$873K 0.3%
1,192
-30
73
$864K 0.3%
2,212
-28
74
$855K 0.3%
9,988
-312
75
$846K 0.29%
1,088
-66
1 2
3
4 5