GJWM
Gilliland Jeter Wealth Management Portfolio holdings
AUM
$331M
1-Year Est. Return
24.4%
This Fund
S&P 500
1 Year Est. Return
+24.4%
AUM
$324M
AUM Growth
+$16.9M
(+5.5%)
Holding
184
Top Buys
| 1 | +$1.39M | |
| 2 | +$483K | |
| 3 | +$427K | |
| 4 |
Hubbell
HUBB
|
+$423K |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$337K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.08M | |
| 3 | +$1.06M | |
| 4 |
Apple
AAPL
|
+$818K |
| 5 |
Keysight
KEYS
|
+$785K |
Sector Composition
| 1 | Technology | 28.62% |
| 2 | Financials | 11.7% |
| 3 | Communication Services | 7.53% |
| 4 | Energy | 6.45% |
| 5 | Consumer Staples | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.88B
| – | – |
-3,285
|
|
||
177
Palantir
PLTR
$372B
| – | – |
-2,268
|
|
||
178
UnitedHealth
UNH
$255B
| – | – |
-3,476
|
|
||
179
Inspire Medical Systems
INSP
$1.56B
| – | – |
-11,708
|
|
||
180
IQVIA
IQV
$27.9B
| – | – |
-1,324
|
|
||
181
James Hardie Industries
JHX
$11.3B
| – | – |
-10,000
|
|
||
|
182
Keysight
KEYS
$49.8B
| – | – |
-4,790
|
|
||
|
UNIT
183
Uniti Group
UNIT
$1.89B
| – | – |
-19,172
|
|
||
184
United Parcel Service
UPS
$82B
| – | – |
-3,838
|
|