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
426
$14K ﹤0.01%
120
427
$13.7K ﹤0.01%
36
428
$13.3K ﹤0.01%
1,230
429
$13.3K ﹤0.01%
4,700
430
$13K ﹤0.01%
200
431
$12.8K ﹤0.01%
1,034
+14
432
$12.6K ﹤0.01%
195
433
$12.6K ﹤0.01%
166
434
$12.5K ﹤0.01%
60
+25
435
$12.4K ﹤0.01%
103
436
$12.4K ﹤0.01%
100
437
$12.2K ﹤0.01%
193
438
$11.9K ﹤0.01%
345
439
$11.9K ﹤0.01%
+297
440
$11.6K ﹤0.01%
144
441
$11.6K ﹤0.01%
2,000
442
$11.5K ﹤0.01%
113
443
$11.4K ﹤0.01%
200
444
$11.3K ﹤0.01%
42
445
$11.3K ﹤0.01%
131
446
$10.9K ﹤0.01%
779
447
$10.8K ﹤0.01%
13
448
$10.6K ﹤0.01%
917
449
$10.4K ﹤0.01%
+658
450
$10.4K ﹤0.01%
51