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
401
$16.7K 0.01%
115
402
$16.5K 0.01%
1,075
-1,360
403
$16.5K 0.01%
125
404
$16.4K 0.01%
195
405
$15.9K 0.01%
2,133
406
$15.8K 0.01%
193
+9
407
$15.5K 0.01%
69
408
$15.5K 0.01%
12,384
+6,985
409
$15.5K 0.01%
221
410
$15.4K 0.01%
4,066
411
$15.2K 0.01%
171
+58
412
$15K 0.01%
100
413
$14.9K 0.01%
189
414
$14.8K 0.01%
348
415
$14.6K ﹤0.01%
1,367
416
$14.4K ﹤0.01%
270
+3
417
$14.3K ﹤0.01%
200
418
$13.9K ﹤0.01%
157
419
$13.8K ﹤0.01%
4,700
420
$13.3K ﹤0.01%
13
421
$13K ﹤0.01%
132
422
$12.9K ﹤0.01%
489
423
$12.9K ﹤0.01%
144
424
$12.9K ﹤0.01%
100
425
$12.8K ﹤0.01%
120