GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $324M
1-Year Est. Return 25.3%
This Quarter Est. Return
1 Year Est. Return
+25.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$554K
3
+$408K
4
TSLA icon
Tesla
TSLA
+$400K
5
LNG icon
Cheniere Energy
LNG
+$272K

Top Sells

1
+$994K
2
+$675K
3
+$447K
4
SFNC icon
Simmons First National
SFNC
+$410K
5
MSI icon
Motorola Solutions
MSI
+$343K

Sector Composition

1 Technology 25.41%
2 Financials 12.55%
3 Healthcare 7.85%
4 Energy 7.78%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.49%
8,171
-74
52
$1.23M 0.44%
6,318
-212
53
$1.23M 0.44%
36,121
+1,845
54
$1.18M 0.42%
9,026
-198
55
$1.13M 0.4%
1,196
+1
56
$1.11M 0.39%
6,486
-612
57
$1.09M 0.39%
2,148
-278
58
$1.08M 0.38%
11,212
59
$1.08M 0.38%
23,735
-481
60
$1.07M 0.38%
8,784
+13
61
$1.05M 0.37%
34,516
+2,267
62
$1.01M 0.36%
9,918
63
$1.01M 0.36%
1,224
64
$997K 0.35%
9,633
+1
65
$986K 0.35%
3,964
-6
66
$977K 0.35%
13,914
+1
67
$947K 0.33%
2,020
+47
68
$941K 0.33%
25,157
+1,760
69
$937K 0.33%
34,311
-11
70
$928K 0.33%
3,280
-19
71
$922K 0.33%
61,423
+1,803
72
$905K 0.32%
4,160
-50
73
$900K 0.32%
22,245
74
$877K 0.31%
5,857
-507
75
$874K 0.31%
5,909
-123
1 2
3
4 5