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
251
$70.4K 0.02%
6,232
+132
252
$69.2K 0.02%
3,287
-96
253
$68.7K 0.02%
1,076
+2
254
$68.6K 0.02%
+1,000
255
$68.4K 0.02%
1,450
+1
256
$68.3K 0.02%
2,500
257
$67.1K 0.02%
154
258
$67.1K 0.02%
6,656
+76
259
$66.9K 0.02%
2,076
260
$66.7K 0.02%
5,822
+58
261
$65.7K 0.02%
482
-199
262
$65.2K 0.02%
718
263
$64.6K 0.02%
+376
264
$63.1K 0.02%
208
265
$62.6K 0.02%
524
-110
266
$62K 0.02%
124
267
$61.8K 0.02%
1,286
+3
268
$61.2K 0.02%
+786
269
$61.1K 0.02%
1,132
270
$60.9K 0.02%
1,415
271
$59.9K 0.02%
4,875
+42
272
$59.4K 0.02%
5,117
+199
273
$59.1K 0.02%
644
+151
274
$59K 0.02%
400
275
$58.6K 0.02%
7,881
9 10
11
12 13