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
76
$871K 0.31%
14,519
+37
77
$860K 0.3%
13,096
78
$807K 0.29%
14,710
+16
79
$798K 0.28%
28,237
+1,225
80
$790K 0.28%
1,442
-17
81
$790K 0.28%
7,576
+1,234
82
$778K 0.28%
6,981
+362
83
$768K 0.27%
6,636
-8
84
$763K 0.27%
8,513
-1,468
85
$743K 0.26%
5,313
-897
86
$723K 0.26%
2,632
-14
87
$715K 0.25%
5,387
-25
88
$700K 0.25%
4,060
-77
89
$690K 0.24%
4,335
+150
90
$681K 0.24%
3,865
-328
91
$666K 0.24%
26,255
-1,782
92
$665K 0.23%
2,639
+2
93
$663K 0.23%
4,932
94
$650K 0.23%
4,451
+77
95
$633K 0.22%
2,197
-150
96
$621K 0.22%
3,113
+98
97
$621K 0.22%
3,632
+413
98
$605K 0.21%
25,082
+299
99
$585K 0.21%
11,990
+1,091
100
$580K 0.21%
6,253
+611
2 3
4
5 6