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
101
$576K 0.2%
3,938
+21
102
$544K 0.19%
2,297
-106
103
$544K 0.19%
12,510
+39
104
$520K 0.18%
1,580
+1
105
$503K 0.18%
1,372
+3
106
$492K 0.17%
24,581
+28
107
$479K 0.17%
7,065
-40
108
$467K 0.17%
18,442
-1,248
109
$458K 0.16%
2,204
+1
110
$455K 0.16%
10,100
+122
111
$443K 0.16%
944
+7
112
$423K 0.15%
1,358
-17
113
$421K 0.15%
3,829
-354
114
$416K 0.15%
2,184
+628
115
$412K 0.15%
5,001
116
$408K 0.14%
+431
117
$404K 0.14%
216
-37
118
$401K 0.14%
3,956
-83
119
$400K 0.14%
+1,544
120
$390K 0.14%
2,175
+6
121
$389K 0.14%
8,910
+208
122
$369K 0.13%
2,310
+14
123
$363K 0.13%
17,037
124
$360K 0.13%
1,174
+70
125
$355K 0.13%
48,879
+9,440
3 4
5
6 7