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
$310M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Sells

1 +$3.27M
2 +$893K
3 +$792K
4
HOMB icon
Home BancShares
HOMB
+$759K
5
RJF icon
Raymond James Financial
RJF
+$757K

Sector Composition

1 Technology 26.58%
2 Financials 11.39%
3 Healthcare 8.41%
4 Energy 7.36%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$2.19K ﹤0.01%
200
602
$2.18K ﹤0.01%
+187
603
$2.14K ﹤0.01%
171
604
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605
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$1.99K ﹤0.01%
15
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25
610
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32
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+41
616
$1.47K ﹤0.01%
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619
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$1.39K ﹤0.01%
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$1.39K ﹤0.01%
17
622
$1.36K ﹤0.01%
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623
$1.25K ﹤0.01%
44
624
$1.24K ﹤0.01%
16
625
$1.19K ﹤0.01%
88