GJWM
Gilliland Jeter Wealth Management Portfolio holdings
AUM
$307M
This Quarter Return
+12.33%
1 Year Return
+22.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
+$307M
(+8.6%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
40.65%
Holding
187
New
11
Increased
65
Reduced
69
Closed
9
Top Buys
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
$435K |
| 2 |
Meta Platforms (Facebook)
META
|
$396K |
| 3 |
Cheniere Energy
LNG
|
$365K |
| 4 |
Palantir
PLTR
|
$309K |
| 5 |
GE Vernova
GEV
|
$306K |
Top Sells
| 1 |
Apple
AAPL
|
$754K |
| 2 |
Halliburton
HAL
|
$666K |
| 3 |
IQVIA
IQV
|
$400K |
| 4 |
SPDR Gold Trust
GLD
|
$384K |
| 5 |
Fiserv
FI
|
$353K |
Sector Composition
| 1 | Technology | 27.02% |
| 2 | Financials | 12.11% |
| 3 | Communication Services | 7.71% |
| 4 | Energy | 6.67% |
| 5 | Healthcare | 6.64% |
