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
551
$3.51K ﹤0.01%
55
552
$3.49K ﹤0.01%
40
553
$3.48K ﹤0.01%
3,000
+2,000
554
$3.43K ﹤0.01%
250
555
$3.41K ﹤0.01%
46
556
$3.35K ﹤0.01%
23
557
$3.29K ﹤0.01%
18
558
$3.26K ﹤0.01%
16
559
$3.25K ﹤0.01%
18
560
$3.24K ﹤0.01%
+74
561
$3.21K ﹤0.01%
+30
562
$3.09K ﹤0.01%
58
563
$3.08K ﹤0.01%
56
564
$3.08K ﹤0.01%
+68
565
$3.07K ﹤0.01%
75
566
$3.04K ﹤0.01%
88
567
$3.04K ﹤0.01%
36
568
$3.03K ﹤0.01%
4
569
$3.01K ﹤0.01%
+20
570
$3K ﹤0.01%
10
571
$2.96K ﹤0.01%
1
572
$2.94K ﹤0.01%
78
573
$2.91K ﹤0.01%
34
574
$2.89K ﹤0.01%
9
575
$2.81K ﹤0.01%
10
21 22
23
24 25