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
51
$1.42M 0.46%
16,612
+1
52
$1.4M 0.45%
8,109
-42
53
$1.27M 0.41%
2,458
+1
54
$1.25M 0.4%
9,220
+42
55
$1.24M 0.4%
45,812
-28,000
56
$1.21M 0.39%
7,098
57
$1.17M 0.38%
1,325
58
$1.17M 0.38%
6,530
59
$1.15M 0.37%
34,570
+2,407
60
$1.14M 0.37%
11,240
-994
61
$1.09M 0.35%
27,903
-746
62
$1.09M 0.35%
24,228
+333
63
$1.09M 0.35%
6,830
-1,500
64
$1.06M 0.34%
1,192
65
$1.05M 0.34%
34,322
+2,075
66
$1.04M 0.34%
6,031
+2
67
$1.04M 0.33%
32,501
-178
68
$1.03M 0.33%
8,755
+14
69
$1.01M 0.33%
9,918
70
$993K 0.32%
4,192
71
$978K 0.32%
4,207
+3
72
$952K 0.31%
6,215
+3
73
$907K 0.29%
61,715
-4,702
74
$906K 0.29%
9,978
-12
75
$882K 0.28%
11,212
1 2
3
4 5