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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$9.05M
3
+$7.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.78%
2 Financials 12.49%
3 Healthcare 9.25%
4 Energy 8.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$834K 0.34%
+1,955
77
$824K 0.34%
+10,300
78
$816K 0.34%
+6,232
79
$814K 0.34%
+2,348
80
$807K 0.33%
+1,222
81
$801K 0.33%
+13,096
82
$787K 0.33%
+39,692
83
$756K 0.31%
+14,673
84
$742K 0.31%
+6,646
85
$726K 0.3%
+4,559
86
$684K 0.28%
+4,348
87
$674K 0.28%
+6,047
88
$673K 0.28%
+1,154
89
$663K 0.27%
+4,054
90
$639K 0.26%
+4,687
91
$614K 0.25%
+11,212
92
$608K 0.25%
+4,732
93
$602K 0.25%
+3,000
94
$586K 0.24%
+2,424
95
$578K 0.24%
+14,326
96
$555K 0.23%
+6,505
97
$543K 0.22%
+769
98
$542K 0.22%
+1,324
99
$529K 0.22%
+2,240
100
$527K 0.22%
+371
2 3
4
5 6