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
$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 11.4%
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
326
$39.4K 0.01%
3,000
327
$38.8K 0.01%
625
328
$38.2K 0.01%
800
329
$38.2K 0.01%
2,216
330
$38.2K 0.01%
315
331
$38.1K 0.01%
284
332
$37K 0.01%
2,000
333
$36.9K 0.01%
258
+117
334
$36.7K 0.01%
269
+2
335
$35.9K 0.01%
5,000
336
$35.5K 0.01%
530
337
$35.2K 0.01%
317
-1
338
$34.6K 0.01%
468
339
$34.4K 0.01%
2,529
+29
340
$34.2K 0.01%
2,654
341
$33.9K 0.01%
542
342
$33.8K 0.01%
238
343
$33.5K 0.01%
143
344
$32.9K 0.01%
2,920
345
$32.3K 0.01%
+510
346
$31.5K 0.01%
30
347
$31.2K 0.01%
+750
348
$31K 0.01%
340
349
$30.9K 0.01%
+733
350
$30.1K 0.01%
315