GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Sells

1 +$3.27M
2 +$893K
3 +$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$52K 0.02%
1,428
+5
302
$50.8K 0.02%
1,242
-1,564
303
$50.8K 0.02%
168
304
$50.7K 0.02%
282
305
$49.9K 0.02%
433
306
$49.7K 0.02%
2,875
307
$48.9K 0.02%
1,000
308
$48.4K 0.02%
1,180
309
$48.4K 0.02%
358
+2
310
$47.2K 0.02%
+6,000
311
$46.4K 0.02%
116
312
$46.2K 0.01%
3,718
313
$46K 0.01%
1,025
314
$45.4K 0.01%
220
315
$44.5K 0.01%
182
316
$44.3K 0.01%
1,000
317
$43.9K 0.01%
5,500
318
$43.2K 0.01%
96
319
$43.2K 0.01%
3,082
320
$42.8K 0.01%
912
321
$42K 0.01%
862
322
$41.5K 0.01%
98
323
$41K 0.01%
2,554
324
$39.9K 0.01%
70
325
$39.6K 0.01%
3,400