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
176
$82.8K 0.03%
19,172
177
$24.3K 0.01%
12,384
178
$3.3K ﹤0.01%
+286
179
– –
-1,077
180
– –
-3,357
181
– –
-802
182
– –
-12,138
183
– –
-26,255
184
– –
-4,501
185
– –
-1,400
186
– –
-1,598
187
– –
-4,387
4 5 6 7
8