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
$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
26
$2.97M 1%
11,308
+104
27
$2.75M 0.93%
25,830
+60
28
$2.61M 0.88%
65,715
-779
29
$2.56M 0.86%
22,385
+5
30
$2.49M 0.84%
22,425
31
$2.47M 0.83%
15,402
32
$2.25M 0.76%
4,411
-190
33
$2.23M 0.75%
61,905
+217
34
$2.23M 0.75%
13,890
-20
35
$2.2M 0.74%
4,951
36
$2.2M 0.74%
12,600
+42
37
$2.14M 0.72%
11,773
-644
38
$2.08M 0.7%
15,508
+125
39
$2.01M 0.68%
30,201
-28
40
$2.01M 0.68%
3,668
+209
41
$1.93M 0.65%
13,211
-43
42
$1.77M 0.6%
73,812
-24,000
43
$1.7M 0.57%
39,981
-219
44
$1.67M 0.56%
6,557
-151
45
$1.62M 0.54%
2,970
+48
46
$1.59M 0.54%
7,048
+6
47
$1.59M 0.54%
5,056
48
$1.58M 0.53%
6,991
+1
49
$1.47M 0.5%
80,877
-1,535
50
$1.46M 0.49%
14,363
-188
1
2
3 4 5