GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $324M
1-Year Est. Return 25.3%
This Quarter Est. Return
1 Year Est. Return
+25.3%
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
1
$26.8M 9.49%
120,834
-4,475
2
$17M 6.02%
157,085
+5,114
3
$10.7M 3.77%
121,622
-1,925
4
$9.48M 3.35%
26,257
+345
5
$8.85M 3.13%
45,633
-856
6
$8.72M 3.08%
45,832
-465
7
$8.19M 2.9%
289,708
+9,072
8
$7.99M 2.83%
21,289
-1,799
9
$6.11M 2.16%
10,602
-128
10
$6.08M 2.15%
24,793
-531
11
$4.25M 1.5%
25,405
+15
12
$4.21M 1.49%
12,779
-375
13
$4.21M 1.49%
7,906
14
$4.21M 1.49%
11,347
+28
15
$3.98M 1.41%
39,481
-1,095
16
$3.87M 1.37%
11,031
-284
17
$3.82M 1.35%
34,340
-433
18
$3.45M 1.22%
23,653
-2,056
19
$3.3M 1.17%
12,283
-180
20
$3.16M 1.12%
7,209
-783
21
$3.12M 1.1%
22,186
-1,900
22
$3.1M 1.1%
22,425
23
$2.99M 1.06%
21,368
-510
24
$2.89M 1.02%
24,321
-216
25
$2.74M 0.97%
65,763
+82
1
2 3 4 5