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
201
$121K 0.04%
+6,680
202
$119K 0.04%
+1,051
203
$116K 0.04%
+5,499
204
$116K 0.04%
+1,020
205
$115K 0.04%
+1,112
206
$114K 0.04%
+945
207
$114K 0.04%
+205
208
$114K 0.04%
+625
209
$112K 0.04%
+631
210
$110K 0.04%
+1,898
211
$110K 0.04%
+9,305
212
$105K 0.04%
+1,253
213
$104K 0.04%
7,237
-3,666
214
$103K 0.04%
+649
215
$103K 0.04%
+5,371
216
$101K 0.04%
+7,234
217
$100K 0.04%
6,758
-3,765
218
$99.2K 0.03%
+460
219
$96.4K 0.03%
+2,806
220
$94.5K 0.03%
+6,714
221
$93.5K 0.03%
+154
222
$93.3K 0.03%
+545
223
$92.5K 0.03%
+1,308
224
$92.3K 0.03%
+980
225
$91.9K 0.03%
+5,789
7 8
9
10 11