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
576
$1.54K ﹤0.01%
+72
577
$1.51K ﹤0.01%
+12
578
$1.49K ﹤0.01%
+20
579
$1.49K ﹤0.01%
+19
580
$1.43K ﹤0.01%
+25
581
$1.33K ﹤0.01%
+9
582
$1.29K ﹤0.01%
+8
583
$1.24K ﹤0.01%
+795
584
$1.2K ﹤0.01%
+72
585
$1.11K ﹤0.01%
+22
586
$1.11K ﹤0.01%
+88
587
$1.05K ﹤0.01%
+16
588
$1.02K ﹤0.01%
+17
589
$980 ﹤0.01%
+33
590
$929 ﹤0.01%
+15
591
$886 ﹤0.01%
+120
592
$872 ﹤0.01%
+45
593
$869 ﹤0.01%
+44
594
$845 ﹤0.01%
+8
595
$783 ﹤0.01%
+20
596
$775 ﹤0.01%
+9
597
$745 ﹤0.01%
+17
598
$726 ﹤0.01%
+8
599
$722 ﹤0.01%
+4
600
$717 ﹤0.01%
+32
22 23
24
25 26