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
626
$1.19K ﹤0.01%
44
627
$1.15K ﹤0.01%
72
628
$1.15K ﹤0.01%
16
629
$1.13K ﹤0.01%
17
630
$1.12K ﹤0.01%
+39
631
$1.12K ﹤0.01%
+19
632
$1.11K ﹤0.01%
+18
633
$1.09K ﹤0.01%
88
634
$1.08K ﹤0.01%
+2
635
$1.08K ﹤0.01%
+10
636
$903 ﹤0.01%
+16
637
$891 ﹤0.01%
20
638
$875 ﹤0.01%
795
639
$848 ﹤0.01%
8
640
$801 ﹤0.01%
+8
641
$800 ﹤0.01%
120
642
$731 ﹤0.01%
33
643
$681 ﹤0.01%
2
644
$668 ﹤0.01%
7
645
$656 ﹤0.01%
+7
646
$651 ﹤0.01%
17
647
$649 ﹤0.01%
4
648
$640 ﹤0.01%
9
649
$628 ﹤0.01%
2
-4
650
$626 ﹤0.01%
32
24 25
26
27 28