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
76
$877K 0.28%
3,967
-99
77
$869K 0.28%
1,781
+78
78
$856K 0.28%
14,684
+5
79
$842K 0.27%
3,319
-28
80
$841K 0.27%
13,096
81
$820K 0.26%
4,932
82
$801K 0.26%
6,755
-2,773
83
$801K 0.26%
6,618
+26
84
$752K 0.24%
2,657
+272
85
$747K 0.24%
835
86
$737K 0.24%
14,444
+38
87
$721K 0.23%
1,459
88
$707K 0.23%
24,430
+2,579
89
$701K 0.23%
6,098
+5,898
90
$692K 0.22%
2,852
-22
91
$689K 0.22%
31,970
+41
92
$682K 0.22%
6,573
+34
93
$677K 0.22%
4,214
-1
94
$666K 0.22%
3,015
+15
95
$663K 0.21%
2,479
-3
96
$647K 0.21%
4,199
+19
97
$637K 0.21%
22,245
98
$607K 0.2%
20,892
+8,992
99
$605K 0.2%
2,434
+7
100
$600K 0.19%
24,548
+2,437
2 3
4
5 6