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
351
$27.7K 0.01%
340
352
$27.3K 0.01%
267
+16
353
$27.3K 0.01%
712
354
$27.3K 0.01%
800
355
$27.2K 0.01%
574
356
$26.5K 0.01%
4,460
357
$25.8K 0.01%
+637
358
$25.7K 0.01%
180
+120
359
$25.7K 0.01%
2,080
+42
360
$25.6K 0.01%
2,500
361
$25.6K 0.01%
147
362
$25.3K 0.01%
2,392
363
$25.2K 0.01%
+569
364
$25.2K 0.01%
3,000
-600
365
$25K 0.01%
122
-63
366
$24.9K 0.01%
100
367
$24.2K 0.01%
300
368
$24K 0.01%
186
369
$23.5K 0.01%
121
370
$23.3K 0.01%
90
+19
371
$23.1K 0.01%
195
372
$23.1K 0.01%
141
373
$22.8K 0.01%
250
374
$22.3K 0.01%
1,493
375
$21.5K 0.01%
50
+12