GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $338M
1-Year Est. Return 28.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$483K
3
+$427K
4
HUBB icon
Hubbell
HUBB
+$423K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$337K

Top Sells

1
+$1.52M
2
+$1.08M
3
+$1.06M
4
AAPL icon
Apple
AAPL
+$818K
5
KEYS icon
Keysight
KEYS
+$785K

Sector Composition

1 Technology 28.62%
2 Financials 11.7%
3 Communication Services 7.53%
4 Energy 6.45%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$634K 0.2%
2,697
+23
102
$616K 0.19%
4,424
+1
103
$597K 0.18%
10,984
+13
104
$592K 0.18%
33,882
-2,679
105
$588K 0.18%
24,398
-208
106
$576K 0.18%
22,597
+3,424
107
$561K 0.17%
1,385
+15
108
$527K 0.16%
9,242
+1,077
109
$515K 0.16%
18,212
-10,025
110
$505K 0.16%
433
+1
111
$498K 0.15%
3,918
+1
112
$477K 0.15%
13,606
-8,038
113
$466K 0.14%
8,723
114
$462K 0.14%
1,536
-6
115
$456K 0.14%
1,583
+2
116
$445K 0.14%
2,992
-8
117
$444K 0.14%
970
+11
118
$438K 0.14%
7,719
+138
119
$433K 0.13%
3,595
+4
120
$431K 0.13%
6,907
-159
121
$426K 0.13%
1,165
-5
122
$425K 0.13%
1,008
123
$424K 0.13%
1,724
124
$423K 0.13%
+983
125
$419K 0.13%
2,198
3 4
5
6 7