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
126
$361K 0.12%
8,470
+55
127
$352K 0.12%
943
-337
128
$351K 0.12%
2,320
+1
129
$346K 0.12%
4,037
+1
130
$345K 0.12%
4,579
+9
131
$337K 0.11%
4,346
132
$331K 0.11%
1,007
-22
133
$331K 0.11%
1,938
+634
134
$328K 0.11%
1,104
+4
135
$318K 0.11%
3,391
+34
136
$302K 0.1%
689
137
$298K 0.1%
2,154
+9
138
$289K 0.1%
1,355
-277
139
$283K 0.1%
1,549
+13
140
$282K 0.1%
4,748
141
$282K 0.1%
3,193
142
$282K 0.1%
4,500
+3,000
143
$280K 0.09%
6,274
+20
144
$277K 0.09%
5,907
+2,353
145
$261K 0.09%
1,310
-46
146
$259K 0.09%
32,376
-550
147
$257K 0.09%
5,120
+4
148
$257K 0.09%
8,319
149
$250K 0.08%
318
+71
150
$247K 0.08%
7,971
4 5
6
7 8