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
126
$346K 0.14%
+1,744
127
$338K 0.14%
+8,415
128
$311K 0.13%
+522
129
$307K 0.13%
+10,430
130
$306K 0.13%
+11,389
131
$296K 0.12%
+1,908
132
$291K 0.12%
+4,882
133
$288K 0.12%
+1,100
134
$287K 0.12%
+2,671
135
$280K 0.12%
+2,136
136
$280K 0.12%
+4,655
137
$276K 0.11%
+1,536
138
$275K 0.11%
+6,231
139
$274K 0.11%
+5,337
140
$273K 0.11%
+3,193
141
$271K 0.11%
+434
142
$269K 0.11%
+4,035
143
$261K 0.11%
+491
144
$259K 0.11%
+1,792
145
$258K 0.11%
+3,311
146
$251K 0.1%
+1,029
147
$248K 0.1%
+6,950
148
$246K 0.1%
+6,800
149
$242K 0.1%
+5,977
150
$239K 0.1%
+6,530
3 4 5
6
7