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
476
$6.67K ﹤0.01%
30
477
$6.62K ﹤0.01%
105
478
$6.59K ﹤0.01%
38
479
$6.33K ﹤0.01%
100
480
$6.33K ﹤0.01%
320
-1,729
481
$6.33K ﹤0.01%
100
482
$6.32K ﹤0.01%
400
483
$6.14K ﹤0.01%
529
484
$6.1K ﹤0.01%
200
485
$6.05K ﹤0.01%
+239
486
$6.02K ﹤0.01%
100
487
$5.99K ﹤0.01%
113
488
$5.96K ﹤0.01%
19
489
$5.93K ﹤0.01%
373
490
$5.85K ﹤0.01%
16
491
$5.84K ﹤0.01%
175
492
$5.82K ﹤0.01%
300
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$5.72K ﹤0.01%
+15
494
$5.69K ﹤0.01%
252
495
$5.61K ﹤0.01%
265
496
$5.5K ﹤0.01%
+77
497
$5.49K ﹤0.01%
75
498
$5.49K ﹤0.01%
111
499
$5.45K ﹤0.01%
+75
500
$5.44K ﹤0.01%
138