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
301
$45.1K 0.02%
256
-129
302
$44.7K 0.02%
2,875
303
$43.9K 0.01%
563
+62
304
$43.4K 0.01%
3,718
305
$43.4K 0.01%
433
306
$43.1K 0.01%
1,000
307
$42.8K 0.01%
220
308
$42.5K 0.01%
815
+253
309
$42.1K 0.01%
1,180
310
$41.7K 0.01%
2,216
311
$41.4K 0.01%
2,554
+482
312
$40.8K 0.01%
5,500
313
$40.7K 0.01%
+182
314
$40.4K 0.01%
+2,500
315
$40.3K 0.01%
3,082
316
$39.6K 0.01%
862
-432
317
$39.6K 0.01%
3,400
318
$39.4K 0.01%
800
319
$39K 0.01%
912
320
$38.9K 0.01%
+96
321
$38.3K 0.01%
98
-51
322
$37.5K 0.01%
70
-35
323
$37.4K 0.01%
+2,000
324
$37.2K 0.01%
1,000
+506
325
$36.5K 0.01%
342
-270
11 12
13
14 15