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
326
$32.8K 0.01%
+468
327
$32.6K 0.01%
+2,072
328
$32.5K 0.01%
+5,000
329
$32.5K 0.01%
1,000
-5,950
330
$32.4K 0.01%
+800
331
$32K 0.01%
+318
332
$31.7K 0.01%
+2,920
333
$31.6K 0.01%
+140
334
$31.3K 0.01%
+100
335
$31.2K 0.01%
+292
336
$31.1K 0.01%
+2,341
337
$30.8K 0.01%
+883
338
$30.8K 0.01%
+238
339
$30.7K 0.01%
+242
340
$29.7K 0.01%
+305
341
$29.6K 0.01%
+1,500
342
$29.5K 0.01%
+562
343
$29.3K 0.01%
+641
344
$28.9K 0.01%
+30
345
$28.5K 0.01%
+315
346
$27.5K 0.01%
+574
347
$27.3K 0.01%
+100
348
$27.3K 0.01%
+340
349
$26.1K 0.01%
+4,460
350
$25.8K 0.01%
+2,500