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
576
$2.81K ﹤0.01%
35
577
$2.74K ﹤0.01%
138
578
$2.68K ﹤0.01%
+82
579
$2.66K ﹤0.01%
43
580
$2.63K ﹤0.01%
+35
581
$2.61K ﹤0.01%
37
582
$2.59K ﹤0.01%
74
583
$2.59K ﹤0.01%
+58
584
$2.57K ﹤0.01%
+89
585
$2.54K ﹤0.01%
35
586
$2.48K ﹤0.01%
17
587
$2.47K ﹤0.01%
36
588
$2.46K ﹤0.01%
108
589
$2.46K ﹤0.01%
9
590
$2.37K ﹤0.01%
212
591
$2.37K ﹤0.01%
40
592
$2.35K ﹤0.01%
171
-3,517
593
$2.34K ﹤0.01%
22
594
$2.2K ﹤0.01%
28
595
$2.19K ﹤0.01%
26
-16
596
$2.12K ﹤0.01%
13
597
$2.07K ﹤0.01%
+9
598
$2.04K ﹤0.01%
44
599
$2.03K ﹤0.01%
229
600
$1.97K ﹤0.01%
+42
22 23
24
25 26