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

Top Buys

1
+$1.92M
2
+$554K
3
+$408K
4
TSLA icon
Tesla
TSLA
+$400K
5
LNG icon
Cheniere Energy
LNG
+$272K

Top Sells

1
+$994K
2
+$675K
3
+$447K
4
SFNC icon
Simmons First National
SFNC
+$410K
5
MSI icon
Motorola Solutions
MSI
+$343K

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
AAPL icon
1
Apple
AAPL
$3.74T
$26.8M 9.49%
120,834
-4,475
NVDA icon
2
NVIDIA
NVDA
$4.46T
$17M 6.02%
157,085
+5,114
WMT icon
3
Walmart
WMT
$859B
$10.7M 3.77%
121,622
-1,925
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$122B
$9.48M 3.35%
26,257
+345
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$8.85M 3.13%
45,633
-856
AMZN icon
6
Amazon
AMZN
$2.27T
$8.72M 3.08%
45,832
-465
T icon
7
AT&T
T
$188B
$8.19M 2.9%
289,708
+9,072
MSFT icon
8
Microsoft
MSFT
$3.82T
$7.99M 2.83%
21,289
-1,799
META icon
9
Meta Platforms (Facebook)
META
$1.8T
$6.11M 2.16%
10,602
-128
JPM icon
10
JPMorgan Chase
JPM
$810B
$6.08M 2.15%
24,793
-531
CVX icon
11
Chevron
CVX
$308B
$4.25M 1.5%
25,405
+15
CAT icon
12
Caterpillar
CAT
$247B
$4.21M 1.49%
12,779
-375
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.06T
$4.21M 1.49%
7,906
VUG icon
14
Vanguard Growth ETF
VUG
$195B
$4.21M 1.49%
11,347
+28
BSX icon
15
Boston Scientific
BSX
$147B
$3.98M 1.41%
39,481
-1,095
V icon
16
Visa
V
$664B
$3.87M 1.37%
11,031
-284
AFL icon
17
Aflac
AFL
$57.6B
$3.82M 1.35%
34,340
-433
MPC icon
18
Marathon Petroleum
MPC
$56.1B
$3.45M 1.22%
23,653
-2,056
CRM icon
19
Salesforce
CRM
$231B
$3.3M 1.17%
12,283
-180
MSI icon
20
Motorola Solutions
MSI
$74.1B
$3.16M 1.12%
7,209
-783
IYW icon
21
iShares US Technology ETF
IYW
$22.1B
$3.12M 1.1%
22,186
-1,900
DTE icon
22
DTE Energy
DTE
$29.5B
$3.1M 1.1%
22,425
ORCL icon
23
Oracle
ORCL
$830B
$2.99M 1.06%
21,368
-510
XOM icon
24
Exxon Mobil
XOM
$479B
$2.89M 1.02%
24,321
-216
BAC icon
25
Bank of America
BAC
$376B
$2.74M 0.97%
65,763
+82
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