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
201
$121K 0.04%
+6,680
202
$119K 0.04%
+1,051
203
$116K 0.04%
+5,499
204
$116K 0.04%
+1,020
205
$115K 0.04%
+1,112
206
$114K 0.04%
+945
207
$114K 0.04%
+205
208
$114K 0.04%
+625
209
$112K 0.04%
+631
210
$110K 0.04%
+1,898
211
$110K 0.04%
+9,305
212
$105K 0.04%
+1,253
213
$104K 0.04%
7,237
-3,666
214
$103K 0.04%
+649
215
$103K 0.04%
+5,371
216
$101K 0.04%
+7,234
217
$100K 0.04%
6,758
-3,765
218
$99.2K 0.03%
+460
219
$96.4K 0.03%
+2,806
220
$94.5K 0.03%
+6,714
221
$93.5K 0.03%
+1,540
222
$93.3K 0.03%
+545
223
$92.5K 0.03%
+1,308
224
$92.3K 0.03%
+980
225
$91.9K 0.03%
+5,789
7 8
9
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