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
376
$21.3K 0.01%
544
-766
377
$21.3K 0.01%
200
378
$21K 0.01%
200
379
$20.8K 0.01%
4,000
380
$20.5K 0.01%
100
381
$20.4K 0.01%
35
382
$20.4K 0.01%
1,000
383
$20.3K 0.01%
976
-24
384
$19.9K 0.01%
1,000
385
$19.7K 0.01%
1,652
+53
386
$19.4K 0.01%
161
387
$19.4K 0.01%
737
388
$18.9K 0.01%
88
389
$18.7K 0.01%
273
390
$18.7K 0.01%
657
391
$18.2K 0.01%
180
392
$17.6K 0.01%
374
393
$17.5K 0.01%
204
394
$17.2K 0.01%
315
395
$17.2K 0.01%
65
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396
$16.9K 0.01%
70
397
$16.9K 0.01%
250
398
$16.8K 0.01%
419
399
$16.8K 0.01%
111
400
$16.8K 0.01%
124