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
126
$387K 0.13%
3,838
+9
127
$385K 0.13%
1,379
+21
128
$373K 0.12%
7,581
-179
129
$363K 0.12%
4,455
-141
130
$363K 0.12%
1,509
+3
131
$346K 0.11%
4,324
-312
132
$346K 0.11%
3,000
-2
133
$344K 0.11%
17,037
134
$323K 0.11%
689
135
$319K 0.1%
2,325
+15
136
$316K 0.1%
8,226
-26
137
$314K 0.1%
6,373
+24
138
$309K 0.1%
+2,268
139
$306K 0.1%
+579
140
$301K 0.1%
1,378
141
$300K 0.1%
1,536
142
$290K 0.09%
2,865
-450
143
$287K 0.09%
1,544
-26
144
$286K 0.09%
937
-1,260
145
$281K 0.09%
3,120
146
$280K 0.09%
6,386
147
$277K 0.09%
2,318
148
$275K 0.09%
6,460
+39
149
$273K 0.09%
11,597
+12
150
$269K 0.09%
+10,000
4 5
6
7 8