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
101
$571K 0.19%
4,172
+9
102
$570K 0.19%
13,894
-1,469
103
$561K 0.19%
31,929
-7,811
104
$530K 0.18%
24,997
+346
105
$525K 0.18%
8,028
+2
106
$521K 0.18%
2,427
+181
107
$521K 0.18%
1,576
+1
108
$505K 0.17%
2,347
+300
109
$502K 0.17%
22,111
-1,303
110
$498K 0.17%
4,788
+6
111
$465K 0.16%
5,038
-46
112
$458K 0.15%
2,289
+20
113
$455K 0.15%
3,370
+514
114
$433K 0.15%
1,386
-141
115
$421K 0.14%
5,985
+2,370
116
$420K 0.14%
25,322
-3,688
117
$412K 0.14%
1,531
-22
118
$407K 0.14%
18,117
119
$402K 0.14%
11,900
+25
120
$399K 0.13%
253
121
$398K 0.13%
1,744
122
$375K 0.13%
2,653
-177
123
$369K 0.12%
5,001
124
$363K 0.12%
3,927
+1,772
125
$362K 0.12%
3,513
-896
3 4
5
6 7