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
501
$5.43K ﹤0.01%
61
502
$5.4K ﹤0.01%
70
503
$5.37K ﹤0.01%
+110
504
$5.34K ﹤0.01%
314
505
$5.33K ﹤0.01%
97
506
$5.25K ﹤0.01%
144
507
$5.25K ﹤0.01%
21
508
$5.22K ﹤0.01%
+1,000
509
$5.17K ﹤0.01%
17
510
$5.14K ﹤0.01%
+16
511
$5.12K ﹤0.01%
+26
512
$5.12K ﹤0.01%
+228
513
$5.05K ﹤0.01%
64
514
$5.02K ﹤0.01%
+13
515
$5.01K ﹤0.01%
175
516
$5.01K ﹤0.01%
52
517
$4.93K ﹤0.01%
+89
518
$4.9K ﹤0.01%
+33
519
$4.84K ﹤0.01%
+58
520
$4.83K ﹤0.01%
+19
521
$4.82K ﹤0.01%
+10
522
$4.81K ﹤0.01%
22
523
$4.75K ﹤0.01%
+212
524
$4.7K ﹤0.01%
36
525
$4.69K ﹤0.01%
40
19 20
21
22 23