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
101
$591K 0.19%
12,557
+47
102
$590K 0.19%
2,303
+6
103
$585K 0.19%
1,841
+297
104
$563K 0.18%
24,606
+25
105
$557K 0.18%
2,849
+665
106
$546K 0.18%
10,971
+871
107
$523K 0.17%
1,581
+1
108
$518K 0.17%
52,749
+3,870
109
$502K 0.16%
1,370
-2
110
$488K 0.16%
959
+15
111
$480K 0.16%
3,917
-39
112
$479K 0.16%
2,198
-6
113
$477K 0.16%
7,066
+1
114
$468K 0.15%
3,801
-42
115
$465K 0.15%
19,173
+731
116
$454K 0.15%
432
+1
117
$441K 0.14%
1,008
118
$435K 0.14%
+8,165
119
$423K 0.14%
212
-4
120
$421K 0.14%
5,001
121
$421K 0.14%
8,723
-187
122
$410K 0.13%
1,724
-20
123
$397K 0.13%
1,170
-4
124
$397K 0.13%
1,542
+1
125
$392K 0.13%
3,591
+476
3 4
5
6 7