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
$287M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$962K
3
+$830K
4
AR icon
Antero Resources
AR
+$639K
5
CVX icon
Chevron
CVX
+$639K

Top Sells

1
+$977K
2
+$525K
3
+$498K
4
META icon
Meta Platforms (Facebook)
META
+$422K
5
JNJ icon
Johnson & Johnson
JNJ
+$394K

Sector Composition

1 Technology 24.63%
2 Financials 11.9%
3 Energy 8.76%
4 Healthcare 8.65%
5 Communication Services 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$840K 0.29%
14,675
+2
77
$830K 0.29%
+4,200
78
$821K 0.29%
2,142
-206
79
$816K 0.28%
6,210
-22
80
$789K 0.27%
6,141
+94
81
$781K 0.27%
13,096
82
$781K 0.27%
6,565
-81
83
$775K 0.27%
4,060
+6
84
$773K 0.27%
39,740
+48
85
$767K 0.27%
6,505
86
$722K 0.25%
1,626
+302
87
$703K 0.24%
1,459
-496
88
$698K 0.24%
15,363
-3,068
89
$696K 0.24%
3,096
-979
90
$692K 0.24%
3,346
-1,213
91
$685K 0.24%
11,212
92
$663K 0.23%
23,898
-9,513
93
$663K 0.23%
869
+100
94
$661K 0.23%
25,258
+186
95
$646K 0.22%
2,476
+52
96
$639K 0.22%
+22,045
97
$631K 0.22%
3,000
98
$630K 0.22%
+2,425
99
$627K 0.22%
14,366
+40
100
$619K 0.22%
4,163
-185
2 3
4
5 6