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
$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
601
$1.97K ﹤0.01%
32
602
$1.93K ﹤0.01%
117
-189
603
$1.92K ﹤0.01%
200
604
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15
605
$1.88K ﹤0.01%
61
606
$1.88K ﹤0.01%
100
607
$1.84K ﹤0.01%
55
608
$1.72K ﹤0.01%
135
609
$1.72K ﹤0.01%
124
610
$1.69K ﹤0.01%
22
611
$1.65K ﹤0.01%
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612
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613
$1.62K ﹤0.01%
120
614
$1.6K ﹤0.01%
28
615
$1.56K ﹤0.01%
15
-2
616
$1.48K ﹤0.01%
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617
$1.46K ﹤0.01%
20
-2
618
$1.46K ﹤0.01%
66
619
$1.43K ﹤0.01%
20
620
$1.41K ﹤0.01%
19
621
$1.38K ﹤0.01%
940
622
$1.37K ﹤0.01%
25
623
$1.31K ﹤0.01%
72
624
$1.31K ﹤0.01%
12
625
$1.22K ﹤0.01%
+40
23 24
25
26 27