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
326
$498K 0.01%
+3,101
327
$491K 0.01%
3,856
+235
328
$489K 0.01%
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329
$486K 0.01%
5,331
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330
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3,175
-2
331
$482K 0.01%
16,802
-4
332
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50,662
-5,000
333
$479K 0.01%
2,731
334
$475K 0.01%
890
335
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821
336
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1,876
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337
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2,537
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338
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339
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340
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2,660
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343
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344
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18,025
345
$409K ﹤0.01%
2,133
346
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+29,700
347
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+8,500
348
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3,935
+150
349
$395K ﹤0.01%
2,938
-5,359
350
$394K ﹤0.01%
5,635
-377
12 13
14
15 16