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
326
$35.7K 0.01%
625
327
$34.4K 0.01%
542
328
$34.4K 0.01%
530
-266
329
$34.3K 0.01%
5,000
330
$34.1K 0.01%
116
+16
331
$33.7K 0.01%
284
332
$33.5K 0.01%
350
333
$32.9K 0.01%
238
334
$32.6K 0.01%
318
335
$32.4K 0.01%
2,654
336
$31.6K 0.01%
315
+10
337
$31.6K 0.01%
2,920
338
$31.5K 0.01%
30
339
$30.8K 0.01%
650
+9
340
$30K 0.01%
2,900
341
$29.9K 0.01%
1,014
-9
342
$29.6K 0.01%
468
343
$29.4K 0.01%
2,341
344
$29.2K 0.01%
1,500
345
$29.1K 0.01%
143
346
$29.1K 0.01%
292
347
$28.9K 0.01%
1,000
348
$27.9K 0.01%
242
349
$27.8K 0.01%
2,057
350
$27.8K 0.01%
315