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
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Sells

1 +$3.27M
2 +$893K
3 +$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$5.96K ﹤0.01%
89
502
$5.85K ﹤0.01%
167
503
$5.84K ﹤0.01%
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504
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505
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+300
506
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507
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508
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795
509
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75
510
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15
511
$5.6K ﹤0.01%
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$5.5K ﹤0.01%
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521
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135
-9
522
$5.2K ﹤0.01%
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523
$5.2K ﹤0.01%
35
524
$5.17K ﹤0.01%
66
+31
525
$5.14K ﹤0.01%
314