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
676
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6
677
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+5
678
$199 οΉ€0.01%
5
679
$189 οΉ€0.01%
22
680
$183 οΉ€0.01%
+2
681
$178 οΉ€0.01%
+2
682
$163 οΉ€0.01%
19
683
$160 οΉ€0.01%
7
684
$124 οΉ€0.01%
3
685
$122 οΉ€0.01%
1
686
$79 οΉ€0.01%
3
687
$13 οΉ€0.01%
1
688
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689
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694
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695
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25 26 27
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