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
351
$392K ﹤0.01%
4,279
352
$392K ﹤0.01%
76,500
+27,500
353
$392K ﹤0.01%
25,640
-500
354
$376K ﹤0.01%
6,000
355
$373K ﹤0.01%
12,470
356
$373K ﹤0.01%
6,243
+60
357
$368K ﹤0.01%
8,489
-700
358
$365K ﹤0.01%
1,408
-296
359
$365K ﹤0.01%
2,226
360
$363K ﹤0.01%
775
361
$361K ﹤0.01%
200
362
$359K ﹤0.01%
8,037
363
$357K ﹤0.01%
2,830
+580
364
$354K ﹤0.01%
4,818
+400
365
$343K ﹤0.01%
4,528
366
$341K ﹤0.01%
+5,331
367
$340K ﹤0.01%
16,246
-1,127
368
$339K ﹤0.01%
12,585
369
$337K ﹤0.01%
2,200
370
$332K ﹤0.01%
+6,000
371
$330K ﹤0.01%
7,854
-8,154
372
$329K ﹤0.01%
2,096
-1
373
$328K ﹤0.01%
9,713
-1
374
$321K ﹤0.01%
+9,664
375
$317K ﹤0.01%
18,900
13 14
15
16 17