GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$365K
3
+$364K
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$364K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$349K

Top Sells

1
+$3.27M
2
+$893K
3
+$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$130K 0.04%
7,415
+84
202
$130K 0.04%
206
203
$129K 0.04%
1,048
204
$126K 0.04%
625
205
$125K 0.04%
503
206
$123K 0.04%
959
+6
207
$123K 0.04%
2,379
-216
208
$117K 0.04%
1,112
209
$116K 0.04%
1,334
+12
210
$115K 0.04%
5,371
211
$114K 0.04%
6,963
+100
212
$113K 0.04%
2,118
213
$111K 0.04%
7,244
+27
214
$111K 0.04%
300
215
$111K 0.04%
9,305
216
$111K 0.04%
930
+750
217
$110K 0.04%
1,253
218
$108K 0.04%
649
219
$107K 0.03%
1,622
220
$104K 0.03%
+2,169
221
$102K 0.03%
980
222
$100K 0.03%
644
+13
223
$97.8K 0.03%
383
+7
224
$96.8K 0.03%
8,797
+151
225
$94.9K 0.03%
2,802
-1,680
7 8
9
10 11