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
76
$840K 0.28%
9,990
+2
77
$817K 0.28%
4,204
+4
78
$817K 0.28%
13,096
79
$816K 0.27%
1,703
+77
80
$796K 0.27%
11,212
81
$771K 0.26%
6,237
+96
82
$769K 0.26%
6,212
+2
83
$726K 0.24%
22,245
+200
84
$716K 0.24%
2,397
+185
85
$710K 0.24%
6,592
+27
86
$703K 0.24%
4,066
+6
87
$695K 0.23%
3,347
+1
88
$657K 0.22%
835
-34
89
$656K 0.22%
14,406
+40
90
$656K 0.22%
4,932
-168
91
$654K 0.22%
1,901
-241
92
$644K 0.22%
1,459
93
$638K 0.21%
2,385
-40
94
$631K 0.21%
2,874
-222
95
$621K 0.21%
2,482
+6
96
$611K 0.21%
21,851
-2,047
97
$609K 0.21%
4,180
+10
98
$609K 0.21%
3,000
99
$601K 0.2%
4,115
-19
100
$577K 0.19%
4,215
-41
2 3
4
5 6