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
451
$9.48K ﹤0.01%
2,649
-433
452
$9.43K ﹤0.01%
140
453
$9.28K ﹤0.01%
265
454
$8.99K ﹤0.01%
343
455
$8.76K ﹤0.01%
78
+48
456
$8.58K ﹤0.01%
112
457
$8.44K ﹤0.01%
535
458
$8.38K ﹤0.01%
211
459
$8.37K ﹤0.01%
65
460
$8.35K ﹤0.01%
410
461
$8.13K ﹤0.01%
33
+20
462
$8.08K ﹤0.01%
61
463
$7.96K ﹤0.01%
+161
464
$7.94K ﹤0.01%
17
465
$7.87K ﹤0.01%
221
466
$7.61K ﹤0.01%
172
467
$7.49K ﹤0.01%
150
468
$7.47K ﹤0.01%
35
469
$7.35K ﹤0.01%
28
470
$7.21K ﹤0.01%
32
471
$7.17K ﹤0.01%
24
472
$6.95K ﹤0.01%
+131
473
$6.94K ﹤0.01%
716
474
$6.9K ﹤0.01%
+42
475
$6.88K ﹤0.01%
35
17 18
19
20 21