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
151
$252K 0.09%
+895
152
$251K 0.09%
1,571
-1,205
153
$250K 0.09%
+7,893
154
$247K 0.09%
5,854
-4,894
155
$244K 0.09%
+41,416
156
$237K 0.08%
5,039
-444
157
$230K 0.08%
1,356
-436
158
$220K 0.08%
1,142
-251
159
$219K 0.08%
1,204
-704
160
$214K 0.07%
+1,400
161
$214K 0.07%
+1,304
162
$214K 0.07%
20,576
+2,500
163
$210K 0.07%
4,983
-994
164
$209K 0.07%
+499
165
$206K 0.07%
3,000
166
$206K 0.07%
+247
167
$193K 0.07%
+6,815
168
$192K 0.07%
+8,400
169
$191K 0.07%
293
-141
170
$182K 0.06%
+2,155
171
$177K 0.06%
+3,865
172
$175K 0.06%
+3,509
173
$173K 0.06%
+759
174
$169K 0.06%
+2,594
175
$168K 0.06%
3,101
-2,236
5 6
7
8 9