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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$962K
3 +$830K
4
AR icon
Antero Resources
AR
+$639K
5
CVX icon
Chevron
CVX
+$639K

Top Sells

1 +$977K
2 +$525K
3 +$498K
4
META icon
Meta Platforms (Facebook)
META
+$422K
5
JNJ icon
Johnson & Johnson
JNJ
+$394K

Sector Composition

1 Technology 24.63%
2 Financials 11.91%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$14.5K 0.01%
+100
402
$14.4K 0.01%
+2,057
403
$14.4K 0.01%
+38
404
$14.4K 0.01%
+4,066
405
$14.4K 0.01%
+267
406
$14.3K 0.01%
+1,367
407
$14.1K ﹤0.01%
+157
408
$13.8K ﹤0.01%
+489
409
$13.8K ﹤0.01%
+132
410
$13.4K ﹤0.01%
+200
411
$13.3K ﹤0.01%
+120
412
$12.9K ﹤0.01%
+1,230
413
$12.8K ﹤0.01%
+345
414
$12.7K ﹤0.01%
+127
415
$12.6K ﹤0.01%
+13
416
$12.5K ﹤0.01%
+36
417
$12.2K ﹤0.01%
+42
418
$12.1K ﹤0.01%
+166
419
$12.1K ﹤0.01%
+1,006
420
$11.7K ﹤0.01%
+200
421
$11.6K ﹤0.01%
+103
422
$11.3K ﹤0.01%
+131
423
$11.2K ﹤0.01%
+941
424
$11.2K ﹤0.01%
+205
425
$11.1K ﹤0.01%
+2,000