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
426
$12.7K ﹤0.01%
1,230
427
$12.7K ﹤0.01%
168
-5
428
$12.4K ﹤0.01%
127
429
$12.1K ﹤0.01%
51
430
$11.9K ﹤0.01%
103
431
$11.6K ﹤0.01%
200
432
$11.6K ﹤0.01%
42
433
$11.5K ﹤0.01%
345
434
$11.5K ﹤0.01%
1,020
+14
435
$11.3K ﹤0.01%
166
436
$11.1K ﹤0.01%
2,000
437
$11K ﹤0.01%
200
438
$11K ﹤0.01%
265
-594
439
$10.9K ﹤0.01%
113
440
$10.7K ﹤0.01%
200
441
$10.7K ﹤0.01%
36
442
$10.7K ﹤0.01%
+104
443
$10.6K ﹤0.01%
762
+4
444
$10.3K ﹤0.01%
131
445
$10K ﹤0.01%
779
446
$9.83K ﹤0.01%
193
447
$9.81K ﹤0.01%
144
448
$9.75K ﹤0.01%
917
-24
449
$9.62K ﹤0.01%
600
450
$9.53K ﹤0.01%
260
16 17
18
19 20