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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$962K
3
+$830K
4
AR icon
Antero Resources
AR
+$639K
5
CVX icon
Chevron
CVX
+$639K

Top Sells

1
+$977K
2
+$525K
3
+$498K
4
META icon
Meta Platforms (Facebook)
META
+$422K
5
JNJ icon
Johnson & Johnson
JNJ
+$394K

Sector Composition

1 Technology 24.63%
2 Financials 11.9%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.43K ﹤0.01%
+61
552
$2.39K ﹤0.01%
+1,000
553
$2.35K ﹤0.01%
+55
554
$2.23K ﹤0.01%
+17
555
$2.22K ﹤0.01%
+36
556
$2.17K ﹤0.01%
+15
557
$2.16K ﹤0.01%
+135
558
$2.09K ﹤0.01%
+100
559
$2.07K ﹤0.01%
+44
560
$2.05K ﹤0.01%
+200
561
$2.04K ﹤0.01%
+229
562
$2.02K ﹤0.01%
+200
563
$1.98K ﹤0.01%
+32
564
$1.96K ﹤0.01%
+66
565
$1.96K ﹤0.01%
+13
566
$1.88K ﹤0.01%
+940
567
$1.84K ﹤0.01%
+120
568
$1.75K ﹤0.01%
+22
569
$1.75K ﹤0.01%
+36
570
$1.71K ﹤0.01%
+13
571
$1.66K ﹤0.01%
+51
572
$1.65K ﹤0.01%
+17
573
$1.64K ﹤0.01%
+28
574
$1.63K ﹤0.01%
+124
575
$1.58K ﹤0.01%
+6
21 22
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