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
651
$568 ﹤0.01%
+14
652
$562 ﹤0.01%
13
653
$518 ﹤0.01%
4
-5
654
$514 ﹤0.01%
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655
$462 ﹤0.01%
+4
656
$462 ﹤0.01%
28
657
$452 ﹤0.01%
2
658
$445 ﹤0.01%
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659
$437 ﹤0.01%
8
660
$436 ﹤0.01%
+10
661
$420 ﹤0.01%
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662
$393 ﹤0.01%
+8
663
$389 ﹤0.01%
10
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$382 ﹤0.01%
10
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666
$378 ﹤0.01%
3
667
$373 ﹤0.01%
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668
$344 ﹤0.01%
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669
$312 ﹤0.01%
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670
$304 ﹤0.01%
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671
$300 ﹤0.01%
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$266 ﹤0.01%
+10
673
$265 ﹤0.01%
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-30
674
$247 ﹤0.01%
+9
675
$239 ﹤0.01%
6
25 26
27
28 29