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
$283M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$648K
3
+$515K
4
BLK icon
Blackrock
BLK
+$422K
5
LNG icon
Cheniere Energy
LNG
+$265K

Top Sells

1
+$1.04M
2
+$733K
3
+$447K
4
SFNC icon
Simmons First National
SFNC
+$433K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$365K

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
176
$15.7K 0.01%
12,384
177
– –
-1,164
178
– –
-3,718
179
– –
-8,515
180
– –
-3,647
181
– –
-6,600
182
– –
-3,082
4 5 6 7
8