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
176
$164K 0.06%
900
+28
177
$164K 0.06%
2,595
+1
178
$162K 0.05%
1,668
+1,248
179
$160K 0.05%
8,503
+102
180
$159K 0.05%
3,865
181
$155K 0.05%
3,000
182
$152K 0.05%
1,164
183
$152K 0.05%
2,551
+13
184
$152K 0.05%
2,865
-135
185
$151K 0.05%
2,131
186
$150K 0.05%
587
-308
187
$149K 0.05%
182
+1
188
$141K 0.05%
253
+10
189
$140K 0.05%
1,412
+48
190
$136K 0.05%
4,700
+2,000
191
$136K 0.05%
3,271
+170
192
$132K 0.04%
1,048
193
$130K 0.04%
414
194
$129K 0.04%
2,033
-186
195
$127K 0.04%
4,482
196
$126K 0.04%
+6,774
197
$123K 0.04%
625
198
$122K 0.04%
503
199
$118K 0.04%
450
200
$117K 0.04%
3,789
6 7
8
9 10