GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
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 11.9%
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
26
$2.84M 0.99%
18,657
-1,682
27
$2.76M 0.96%
21,959
+2,032
28
$2.52M 0.88%
66,494
-2,958
29
$2.51M 0.88%
22,425
30
$2.51M 0.87%
15,402
31
$2.5M 0.87%
25,770
+10
32
$2.4M 0.84%
97,812
33
$2.32M 0.81%
61,688
-7,415
34
$2.28M 0.79%
4,601
+619
35
$2.25M 0.78%
12,558
+14
36
$2.1M 0.73%
13,254
-2,488
37
$1.98M 0.69%
4,951
38
$1.97M 0.69%
30,229
-7,618
39
$1.87M 0.65%
12,417
+585
40
$1.87M 0.65%
16,122
+13
41
$1.84M 0.64%
13,910
-1,020
42
$1.82M 0.63%
3,459
+950
43
$1.74M 0.61%
6,708
+476
44
$1.73M 0.6%
7,042
-242
45
$1.63M 0.57%
32,544
+982
46
$1.57M 0.55%
40,200
-974
47
$1.53M 0.53%
2,922
-82
48
$1.5M 0.52%
82,412
-3,512
49
$1.48M 0.52%
8,579
-196
50
$1.48M 0.52%
16,809
-309
1
2
3 4 5