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
126
$417K 0.13%
5,001
127
$410K 0.13%
6,043
+2,813
128
$405K 0.13%
212
129
$374K 0.12%
1,512
+3
130
$366K 0.11%
596
+17
131
$363K 0.11%
17,237
+200
132
$362K 0.11%
4,324
133
$356K 0.11%
1,263
-116
134
$353K 0.11%
1,525
-19
135
$353K 0.11%
9,325
+2,459
136
$349K 0.11%
8,226
137
$343K 0.11%
+3,335
138
$337K 0.1%
3,124
+4
139
$335K 0.1%
2,340
+15
140
$333K 0.1%
937
141
$333K 0.1%
6,401
+28
142
$327K 0.1%
689
143
$321K 0.1%
1,536
144
$314K 0.1%
2,308
-10
145
$309K 0.1%
388
+13
146
$306K 0.09%
11,609
+12
147
$304K 0.09%
11,500
148
$302K 0.09%
1,326
-52
149
$295K 0.09%
4,467
+12
150
$288K 0.09%
6,464
+4
4 5
6
7 8