WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.85B
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.36B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$10.3M
4
IAU icon
iShares Gold Trust
IAU
+$8.44M
5
NVDA icon
NVIDIA
NVDA
+$5.24M

Top Sells

1
+$27.8M
2
+$19M
3
+$11M
4
UNH icon
UnitedHealth
UNH
+$10.8M
5
AAPL icon
Apple
AAPL
+$8.65M

Sector Composition

1 Technology 29.22%
2 Healthcare 14.18%
3 Financials 13.85%
4 Industrials 9.66%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.01%
16,415
+160
227
$1.17M 0.01%
4,040
-83
228
$1.17M 0.01%
22,177
-125
229
$1.15M 0.01%
28,022
230
$1.14M 0.01%
4,160
-25
231
$1.13M 0.01%
47,660
+9,550
232
$1.11M 0.01%
36,787
233
$1.11M 0.01%
13,376
-43,579
234
$1.09M 0.01%
2,149
-25
235
$1.09M 0.01%
11,867
+723
236
$1.08M 0.01%
3,716
+1,482
237
$1.07M 0.01%
7,806
-1,280
238
$1.07M 0.01%
10,812
239
$1.03M 0.01%
5,962
-106
240
$1.02M 0.01%
6,293
+646
241
$1.02M 0.01%
3,647
242
$1.02M 0.01%
18,464
+154
243
$1.02M 0.01%
5,398
244
$1.02M 0.01%
8,818
245
$989K 0.01%
2,260
-10
246
$987K 0.01%
16,123
+10,898
247
$984K 0.01%
29,022
+3,900
248
$943K 0.01%
2,151
+340
249
$913K 0.01%
84,165
250
$907K 0.01%
33,000
8 9
10
11 12