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
151
$247K 0.08%
5,902
+48
152
$246K 0.08%
6,800
153
$245K 0.08%
5,039
154
$243K 0.08%
1,024
+406
155
$242K 0.08%
6,258
-303
156
$242K 0.08%
437
-29
157
$241K 0.08%
1,513
-383
158
$234K 0.08%
499
159
$234K 0.08%
1,571
160
$228K 0.08%
20,576
161
$207K 0.07%
1,204
162
$203K 0.07%
4,990
+7
163
$203K 0.07%
7,704
+2,000
164
$200K 0.07%
3,000
165
$198K 0.07%
2,995
-2,291
166
$196K 0.07%
6,819
+4
167
$193K 0.07%
11,801
+6,025
168
$193K 0.06%
293
169
$191K 0.06%
1,400
170
$185K 0.06%
8,400
171
$184K 0.06%
796
+37
172
$180K 0.06%
992
-150
173
$174K 0.06%
5,079
-2,814
174
$170K 0.06%
3,323
-433
175
$164K 0.06%
363
+309
5 6
7
8 9