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
51
$1.37M 0.46%
8,567
-12
52
$1.36M 0.46%
28,649
-3,895
53
$1.35M 0.45%
15,348
54
$1.34M 0.45%
8,151
-151
55
$1.31M 0.44%
16,611
-198
56
$1.22M 0.41%
12,234
-769
57
$1.2M 0.41%
7,098
58
$1.2M 0.4%
1,325
+237
59
$1.15M 0.39%
6,530
60
$1.14M 0.38%
8,330
-540
61
$1.12M 0.38%
9,178
+2
62
$1.1M 0.37%
2,457
+2
63
$1.01M 0.34%
1,192
64
$985K 0.33%
23,895
+337
65
$965K 0.32%
6,029
+1
66
$962K 0.32%
8,741
-299
67
$947K 0.32%
9,918
68
$931K 0.31%
9,528
+440
69
$924K 0.31%
32,679
-881
70
$901K 0.3%
32,163
-4,305
71
$886K 0.3%
4,192
-309
72
$875K 0.29%
66,417
-79
73
$860K 0.29%
6,539
+34
74
$858K 0.29%
32,247
+6,989
75
$841K 0.28%
14,679
+4
1 2
3
4 5