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
$242M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$9.05M
3
+$7.74M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.58M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.78%
2 Financials 12.49%
3 Healthcare 9.25%
4 Energy 8.18%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.1%
+5,483
152
$219K 0.09%
+4,994
153
$212K 0.09%
+5,113
154
$212K 0.09%
+19,000
155
$208K 0.09%
+838
156
$202K 0.08%
+3,000
157
$164K 0.07%
+18,076
158
$146K 0.06%
+10,523
159
$146K 0.06%
+10,903
160
$70.9K 0.03%
+11,655
161
$64.2K 0.03%
+3,688
162
$44.3K 0.02%
+3,718
163
$42.3K 0.02%
+3,135
164
$21K 0.01%
+10,399
3 4 5 6
7