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
$297M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$215K
3
+$188K
4
IRDM icon
Iridium Communications
IRDM
+$186K
5
ORLY icon
O'Reilly Automotive
ORLY
+$167K

Top Sells

1
+$1.41M
2
+$1.25M
3
+$575K
4
MSFT icon
Microsoft
MSFT
+$226K
5
DVN icon
Devon Energy
DVN
+$185K

Sector Composition

1 Technology 27.24%
2 Financials 11.14%
3 Energy 8.11%
4 Healthcare 7.88%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88.8K 0.03%
7,749
227
$87.7K 0.03%
1,300
-240
228
$86.8K 0.03%
1,622
229
$86.7K 0.03%
547
+2
230
$86.5K 0.03%
5,934
+145
231
$84.4K 0.03%
2,400
232
$82.8K 0.03%
+1,821
233
$82.5K 0.03%
1,397
-331
234
$82K 0.03%
2,646
+17
235
$81.8K 0.03%
496
236
$81.1K 0.03%
5,786
-1,451
237
$80.9K 0.03%
371
238
$80.8K 0.03%
3,117
239
$80.4K 0.03%
+310
240
$79.7K 0.03%
1,548
+2
241
$77.2K 0.03%
323
242
$77K 0.03%
1,661
+290
243
$76.7K 0.03%
696
-324
244
$76.6K 0.03%
200
245
$76.4K 0.03%
554
246
$76K 0.03%
700
-351
247
$73.4K 0.02%
11,836
+93
248
$72.2K 0.02%
1,000
249
$72K 0.02%
+1,035
250
$71.7K 0.02%
8,800
8 9
10
11 12