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
76
$868K 0.28%
4,932
77
$857K 0.28%
15,728
+3,738
78
$849K 0.28%
5,909
79
$845K 0.28%
14,413
-106
80
$839K 0.27%
13,096
81
$833K 0.27%
6,880
-101
82
$810K 0.26%
1,442
83
$804K 0.26%
28,237
84
$795K 0.26%
5,313
85
$794K 0.26%
7,726
+150
86
$791K 0.26%
2,603
-29
87
$785K 0.26%
4,790
-1,067
88
$770K 0.25%
8,467
-46
89
$751K 0.24%
4,108
+476
90
$742K 0.24%
4,044
-16
91
$732K 0.24%
6,668
+32
92
$717K 0.23%
3,368
+1,193
93
$713K 0.23%
5,243
-144
94
$710K 0.23%
6,445
+192
95
$688K 0.22%
21,644
-3,513
96
$688K 0.22%
2,483
-156
97
$660K 0.22%
25,383
+301
98
$651K 0.21%
2,674
+1,499
99
$649K 0.21%
3,008
-105
100
$596K 0.19%
4,423
-28
2 3
4
5 6