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
151
$262K 0.09%
6,421
+111
152
$258K 0.09%
9,662
+1,980
153
$256K 0.09%
1,034
+3
154
$252K 0.09%
11,585
-18
155
$247K 0.09%
12,036
-19,968
156
$241K 0.09%
2,821
157
$239K 0.08%
5,810
+34
158
$234K 0.08%
499
159
$233K 0.08%
4,650
160
$229K 0.08%
+3,323
161
$220K 0.08%
428
+4
162
$217K 0.08%
808
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163
$217K 0.08%
+802
164
$214K 0.08%
1,392
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165
$213K 0.08%
4,768
-98
166
$213K 0.08%
20,576
167
$210K 0.07%
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168
$207K 0.07%
+8,400
169
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1,400
170
$206K 0.07%
+4,387
171
$203K 0.07%
+4,501
172
$202K 0.07%
369
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173
$134K 0.05%
11,500
174
$96.6K 0.03%
19,172
-8,000
175
$74.4K 0.03%
12,138
+124
4 5 6
7
8