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
201
$117K 0.04%
7,331
+97
202
$115K 0.04%
+806
203
$115K 0.04%
2,415
-1,094
204
$113K 0.04%
953
+8
205
$110K 0.04%
5,511
+12
206
$110K 0.04%
1,112
207
$108K 0.04%
7,217
+503
208
$107K 0.04%
460
209
$106K 0.04%
2,118
-1,059
210
$106K 0.04%
36,172
-5,244
211
$104K 0.04%
1,763
+698
212
$104K 0.04%
206
+1
213
$104K 0.04%
9,305
214
$103K 0.03%
5,371
215
$102K 0.03%
1,253
216
$101K 0.03%
6,863
+105
217
$98.9K 0.03%
649
218
$98.8K 0.03%
2,806
219
$97K 0.03%
900
220
$95.3K 0.03%
980
221
$94.9K 0.03%
1,322
+14
222
$93.4K 0.03%
631
223
$92.7K 0.03%
+300
224
$90.1K 0.03%
1,698
-200
225
$89.3K 0.03%
8,646
+161
7 8
9
10 11