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
276
$58.3K 0.02%
242
+102
277
$57.7K 0.02%
7,728
+153
278
$57.5K 0.02%
627
+229
279
$56.3K 0.02%
1,232
+7
280
$56.2K 0.02%
1,668
281
$56.1K 0.02%
+1,186
282
$55.8K 0.02%
356
+1
283
$55.6K 0.02%
281
-459
284
$54.7K 0.02%
701
285
$54.6K 0.02%
1,535
+652
286
$54.1K 0.02%
96
287
$53.3K 0.02%
968
-484
288
$52.6K 0.02%
+4,300
289
$50.9K 0.02%
1,330
290
$50.8K 0.02%
5,652
+102
291
$49.8K 0.02%
4,835
+70
292
$49.3K 0.02%
282
+274
293
$49K 0.02%
459
+6
294
$48.9K 0.02%
300
295
$48.7K 0.02%
168
-19
296
$47.6K 0.02%
1,025
297
$47.5K 0.02%
1,423
-1,140
298
$47.2K 0.02%
214
299
$47K 0.02%
1,143
+134
300
$45.2K 0.02%
1,074
-517
10 11
12
13 14