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

Top Buys

1
+$435K
2
+$396K
3
+$365K
4
PLTR icon
Palantir
PLTR
+$309K
5
GEV icon
GE Vernova
GEV
+$306K

Top Sells

1
+$754K
2
+$666K
3
+$400K
4
GLD icon
SPDR Gold Trust
GLD
+$384K
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
XLI icon
51
Industrial Select Sector SPDR Fund
XLI
$23.5B
$1.33M 0.43%
8,987
-39
PG icon
52
Procter & Gamble
PG
$345B
$1.31M 0.43%
8,226
+55
BTO
53
John Hancock Financial Opportunities Fund
BTO
$658M
$1.31M 0.43%
36,882
+761
DTM icon
54
DT Midstream
DTM
$11.8B
$1.23M 0.4%
11,212
SKYY icon
55
First Trust Cloud Computing ETF
SKYY
$3.15B
$1.21M 0.39%
9,918
LLY icon
56
Eli Lilly
LLY
$918B
$1.2M 0.39%
1,543
+319
QQQ icon
57
Invesco QQQ Trust
QQQ
$387B
$1.19M 0.39%
2,162
+142
COST icon
58
Costco
COST
$409B
$1.19M 0.39%
1,202
+6
WCN icon
59
Waste Connections
WCN
$43.2B
$1.18M 0.38%
6,297
-21
IBM icon
60
IBM
IBM
$286B
$1.17M 0.38%
3,967
+3
SPGI icon
61
S&P Global
SPGI
$150B
$1.13M 0.37%
2,141
-7
CADE icon
62
Cadence Bank
CADE
$7.16B
$1.1M 0.36%
34,535
+19
IRDM icon
63
Iridium Communications
IRDM
$1.73B
$1.1M 0.36%
36,561
+2,250
CP icon
64
Canadian Pacific Kansas City
CP
$63.7B
$1.1M 0.36%
13,914
TJX icon
65
TJX Companies
TJX
$163B
$1.09M 0.35%
8,798
+14
UNH icon
66
UnitedHealth
UNH
$292B
$1.08M 0.35%
3,476
-468
VZ icon
67
Verizon
VZ
$173B
$1.04M 0.34%
24,060
+325
STIP icon
68
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$1.04M 0.34%
10,095
+462
HBAN icon
69
Huntington Bancshares
HBAN
$24.6B
$1.03M 0.34%
61,444
+21
AR icon
70
Antero Resources
AR
$10.6B
$942K 0.31%
23,385
+1,140
AMT icon
71
American Tower
AMT
$85.9B
$920K 0.3%
4,164
+4
SNOW icon
72
Snowflake
SNOW
$87.1B
$913K 0.3%
4,082
+144
NOW icon
73
ServiceNow
NOW
$176B
$891K 0.29%
867
FV icon
74
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$873K 0.28%
14,734
+24
PGR icon
75
Progressive
PGR
$132B
$869K 0.28%
3,255
-25
1 2
3
4 5