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
$307M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$405K
2
+$347K
3
+$332K
4
PLTR icon
Palantir
PLTR
+$266K
5
LLY icon
Eli Lilly
LLY
+$248K

Top Sells

1
+$743K
2
+$666K
3
+$383K
4
GLD icon
SPDR Gold Trust
GLD
+$382K
5
FISV
Fiserv Inc
FISV
+$353K

Sector Composition

1 Technology 27.02%
2 Financials 12.11%
3 Communication Services 7.71%
4 Energy 6.67%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.43%
8,987
-39
52
$1.31M 0.43%
8,226
+55
53
$1.31M 0.43%
36,882
+761
54
$1.23M 0.4%
11,212
55
$1.21M 0.39%
9,918
56
$1.2M 0.39%
1,543
+319
57
$1.19M 0.39%
2,162
+142
58
$1.19M 0.39%
1,202
+6
59
$1.18M 0.38%
6,297
-21
60
$1.17M 0.38%
3,967
+3
61
$1.13M 0.37%
2,141
-7
62
$1.1M 0.36%
34,535
+19
63
$1.1M 0.36%
36,561
+2,250
64
$1.1M 0.36%
13,914
65
$1.09M 0.35%
8,798
+14
66
$1.08M 0.35%
3,476
-468
67
$1.04M 0.34%
24,060
+325
68
$1.04M 0.34%
10,095
+462
69
$1.03M 0.34%
61,444
+21
70
$942K 0.31%
23,385
+1,140
71
$920K 0.3%
4,164
+4
72
$913K 0.3%
4,082
+144
73
$891K 0.29%
4,335
74
$873K 0.28%
14,734
+24
75
$869K 0.28%
3,255
-25
1 2
3
4 5