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
526
$4.64K ﹤0.01%
32
527
$4.59K ﹤0.01%
+46
528
$4.58K ﹤0.01%
+167
529
$4.58K ﹤0.01%
+71
530
$4.55K ﹤0.01%
850
531
$4.54K ﹤0.01%
+35
532
$4.5K ﹤0.01%
200
533
$4.43K ﹤0.01%
200
534
$4.39K ﹤0.01%
+81
535
$4.36K ﹤0.01%
65
536
$4.36K ﹤0.01%
370
537
$4.36K ﹤0.01%
103
538
$4.18K ﹤0.01%
+31
539
$4.18K ﹤0.01%
16
540
$4.17K ﹤0.01%
18
541
$4.08K ﹤0.01%
35
542
$4.08K ﹤0.01%
55
543
$3.95K ﹤0.01%
12
544
$3.95K ﹤0.01%
148
545
$3.75K ﹤0.01%
20
546
$3.74K ﹤0.01%
22
547
$3.69K ﹤0.01%
90
548
$3.61K ﹤0.01%
75
549
$3.58K ﹤0.01%
14
550
$3.57K ﹤0.01%
15
20 21
22
23 24