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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$962K
3 +$830K
4
AR icon
Antero Resources
AR
+$639K
5
CVX icon
Chevron
CVX
+$639K

Top Sells

1 +$977K
2 +$525K
3 +$498K
4
META icon
Meta Platforms (Facebook)
META
+$422K
5
JNJ icon
Johnson & Johnson
JNJ
+$394K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$58.4K 0.02%
+105
277
$57.2K 0.02%
+4,918
278
$56.8K 0.02%
1,310
-3,684
279
$56.8K 0.02%
+796
280
$56.6K 0.02%
+1,225
281
$54.5K 0.02%
+214
282
$54.5K 0.02%
+7,575
283
$53.8K 0.02%
+96
284
$53.5K 0.02%
+1,668
285
$52.8K 0.02%
+187
286
$51.8K 0.02%
+5,550
287
$51.4K 0.02%
+1,330
288
$50.1K 0.02%
+4,765
289
$48.7K 0.02%
453
-2,218
290
$47.5K 0.02%
+701
291
$46.5K 0.02%
+1,025
292
$45.6K 0.02%
+493
293
$45.5K 0.02%
+501
294
$45.5K 0.02%
+5,500
295
$44.7K 0.02%
+300
296
$44.5K 0.02%
+300
297
$44.5K 0.02%
3,718
298
$44.4K 0.02%
+2,875
299
$44.3K 0.02%
+2,216
300
$43.3K 0.02%
+912