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
426
$11.1K ﹤0.01%
+370
427
$11K ﹤0.01%
+113
428
$10.8K ﹤0.01%
+3,082
429
$10.6K ﹤0.01%
+758
430
$10.6K ﹤0.01%
+51
431
$10.6K ﹤0.01%
+200
432
$10.5K ﹤0.01%
+113
433
$10.5K ﹤0.01%
+100
434
$10.1K ﹤0.01%
+779
435
$10K ﹤0.01%
+343
436
$9.61K ﹤0.01%
+1,000
437
$9.45K ﹤0.01%
+288
438
$9.43K ﹤0.01%
+211
439
$9.39K ﹤0.01%
+600
440
$9.15K ﹤0.01%
+37
441
$9.15K ﹤0.01%
+260
442
$9.14K ﹤0.01%
+193
443
$8.62K ﹤0.01%
+410
444
$8.57K ﹤0.01%
+150
445
$8.51K ﹤0.01%
+100
446
$8.46K ﹤0.01%
+61
447
$8.45K ﹤0.01%
+112
448
$8.24K ﹤0.01%
+535
449
$8.07K ﹤0.01%
+140
450
$8.01K ﹤0.01%
+265