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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$989K
3
+$837K
4
CVX icon
Chevron
CVX
+$611K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$600K

Top Sells

1
+$977K
2
+$522K
3
+$444K
4
JNJ icon
Johnson & Johnson
JNJ
+$396K
5
META icon
Meta Platforms (Facebook)
META
+$388K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$167K 0.06%
+3,177
177
$167K 0.06%
+1,364
178
$166K 0.06%
+618
179
$164K 0.06%
+3,756
180
$163K 0.06%
+3,000
181
$163K 0.06%
+3,000
182
$163K 0.06%
+872
183
$162K 0.06%
+8,401
184
$161K 0.06%
+4,482
185
$158K 0.06%
+3,554
186
$153K 0.05%
+1,164
187
$151K 0.05%
5,704
-5,685
188
$151K 0.05%
2,538
-2,344
189
$143K 0.05%
+5,776
190
$138K 0.05%
+1,728
191
$136K 0.05%
+2,131
192
$136K 0.05%
+2,219
193
$134K 0.05%
+1,048
194
$131K 0.05%
+3,789
195
$130K 0.05%
740
-98
196
$129K 0.05%
+414
197
$127K 0.04%
+503
198
$124K 0.04%
+450
199
$123K 0.04%
+181
200
$123K 0.04%
243
-279
6 7
8
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