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
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$365K
3
+$364K
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$364K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$349K

Top Sells

1
+$3.27M
2
+$893K
3
+$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$390K 0.13%
4,038
+1
127
$390K 0.13%
934
-9
128
$388K 0.13%
8,470
129
$383K 0.12%
4,577
-2
130
$377K 0.12%
2,299
-21
131
$368K 0.12%
7,446
+1,539
132
$367K 0.12%
1,531
133
$358K 0.12%
1,320
-1,077
134
$350K 0.11%
6,081
+3,216
135
$349K 0.11%
2,653
136
$347K 0.11%
1,104
137
$342K 0.11%
46,159
+13,783
138
$329K 0.11%
689
139
$324K 0.1%
2,163
+9
140
$308K 0.1%
1,536
-13
141
$308K 0.1%
3,193
142
$306K 0.1%
6,299
+25
143
$303K 0.1%
3,371
+3,343
144
$300K 0.1%
3,108
-283
145
$295K 0.1%
8,319
146
$290K 0.09%
1,538
+25
147
$282K 0.09%
1,571
148
$270K 0.09%
11,592
+6,081
149
$269K 0.09%
1,028
+4
150
$268K 0.09%
4,748
4 5
6
7 8