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
151
$266K 0.09%
468
+40
152
$265K 0.09%
375
+6
153
$261K 0.09%
820
+12
154
$261K 0.09%
4,650
155
$257K 0.08%
1,038
+4
156
$255K 0.08%
9,604
-58
157
$244K 0.08%
+6,866
158
$244K 0.08%
5,867
+57
159
$244K 0.08%
599
+100
160
$241K 0.08%
20,576
161
$239K 0.08%
16,177
-4,375
162
$231K 0.08%
+3,285
163
$231K 0.08%
8,400
164
$231K 0.08%
990
165
$227K 0.07%
11,975
-61
166
$220K 0.07%
1,381
-11
167
$218K 0.07%
+5,039
168
$213K 0.07%
4,774
+6
169
$210K 0.07%
3,323
170
$209K 0.07%
11,500
171
$209K 0.07%
1,324
-2,541
172
$206K 0.07%
+3,900
173
$205K 0.07%
+3,230
174
$203K 0.07%
+8,500
175
$201K 0.07%
2,421
-400
4 5 6
7
8