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
351
$29.6K 0.01%
4,547
+2,047
352
$29.4K 0.01%
1,500
353
$28.9K 0.01%
800
354
$27.8K 0.01%
4,460
355
$27.2K 0.01%
186
356
$26.9K 0.01%
637
357
$26.8K 0.01%
1,000
358
$26.7K 0.01%
292
359
$26.2K 0.01%
+3,963
360
$26.2K 0.01%
202
-40
361
$25.8K 0.01%
122
362
$25.7K 0.01%
2,392
363
$25.6K 0.01%
200
364
$25.5K 0.01%
147
365
$25.2K 0.01%
543
-26
366
$25.2K 0.01%
50
367
$25K 0.01%
100
368
$24.8K 0.01%
1,014
369
$24.3K 0.01%
121
370
$24.2K 0.01%
195
371
$24.1K 0.01%
87
+22
372
$24K 0.01%
342
373
$23.3K 0.01%
90
374
$22.9K 0.01%
180
375
$22.5K 0.01%
240
+83