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
101
$526K 0.22%
+25,081
102
$526K 0.22%
+4,777
103
$520K 0.21%
+7,175
104
$518K 0.21%
+1,295
105
$504K 0.21%
+23,288
106
$487K 0.2%
+29,982
107
$471K 0.19%
+1,573
108
$451K 0.19%
+10,748
109
$437K 0.18%
+5,725
110
$425K 0.18%
+4,355
111
$425K 0.18%
+11,752
112
$421K 0.17%
+1,461
113
$412K 0.17%
+5,286
114
$399K 0.16%
+2,428
115
$391K 0.16%
+2,047
116
$385K 0.16%
+5,100
117
$377K 0.16%
+2,830
118
$369K 0.15%
+2,776
119
$363K 0.15%
+1,393
120
$358K 0.15%
+18,117
121
$357K 0.15%
+1,553
122
$356K 0.15%
+5,817
123
$355K 0.15%
+5,610
124
$353K 0.15%
+860
125
$347K 0.14%
+2,237
3 4
5
6 7