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
101
$616K 0.21%
4,170
-517
102
$594K 0.21%
+4,134
103
$590K 0.21%
24,651
-430
104
$585K 0.2%
4,256
-476
105
$572K 0.2%
2,246
+6
106
$572K 0.2%
1,575
+2
107
$562K 0.2%
8,026
+851
108
$546K 0.19%
4,409
+54
109
$544K 0.19%
4,782
+5
110
$538K 0.19%
23,414
+126
111
$536K 0.19%
5,100
112
$526K 0.18%
1,280
-15
113
$486K 0.17%
5,084
-641
114
$474K 0.17%
29,010
-972
115
$468K 0.16%
11,875
+123
116
$462K 0.16%
2,830
117
$462K 0.16%
+2,856
118
$450K 0.16%
2,269
+32
119
$434K 0.15%
1,527
+66
120
$421K 0.15%
2,047
121
$408K 0.14%
5,286
122
$395K 0.14%
18,117
123
$388K 0.14%
2,319
-109
124
$385K 0.13%
253
-118
125
$385K 0.13%
1,553
3 4
5
6 7