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
126
$353K 0.12%
1,598
+8
127
$352K 0.12%
3,315
-300
128
$352K 0.12%
1,744
129
$343K 0.12%
4,596
+11
130
$341K 0.12%
1,506
-1,102
131
$340K 0.12%
1,008
132
$338K 0.12%
7,760
+1
133
$334K 0.12%
3,843
-2,741
134
$333K 0.12%
4,636
135
$329K 0.12%
1,570
136
$324K 0.11%
8,252
-67
137
$321K 0.11%
689
138
$310K 0.11%
20,552
139
$308K 0.11%
1,541
+1
140
$305K 0.11%
1,077
-35
141
$302K 0.11%
3,357
142
$300K 0.11%
6,349
+26
143
$298K 0.11%
3,120
-2,865
144
$290K 0.1%
3,002
-3
145
$289K 0.1%
3,115
+3
146
$286K 0.1%
2,318
147
$286K 0.1%
1,536
148
$275K 0.1%
6,386
149
$272K 0.1%
+1,175
150
$262K 0.09%
1,378
-154
4 5
6
7 8