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
376
$22.2K 0.01%
2,900
377
$22.1K 0.01%
1,000
378
$22K 0.01%
134
+130
379
$22K 0.01%
4,000
380
$21.9K 0.01%
250
381
$21.8K 0.01%
100
382
$21.7K 0.01%
143
-849
383
$21.4K 0.01%
161
384
$21.4K 0.01%
657
385
$21.3K 0.01%
171
386
$21.3K 0.01%
509
-35
387
$20.7K 0.01%
1,000
388
$20.6K 0.01%
125
389
$20.5K 0.01%
712
390
$20.4K 0.01%
976
391
$20.4K 0.01%
1,706
+54
392
$19.9K 0.01%
12,384
393
$19.8K 0.01%
273
394
$19.8K 0.01%
111
395
$19.4K 0.01%
88
396
$18.8K 0.01%
+932
397
$18.7K 0.01%
374
398
$18.7K 0.01%
315
399
$18.5K 0.01%
70
400
$18.4K 0.01%
124