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
376
$315K ﹤0.01%
2,610
-333
377
$314K ﹤0.01%
2,972
+117
378
$311K ﹤0.01%
4,505
-1,065
379
$304K ﹤0.01%
1,554
380
$303K ﹤0.01%
2,770
-25
381
$302K ﹤0.01%
3,798
382
$300K ﹤0.01%
780
+20
383
$299K ﹤0.01%
21,181
384
$297K ﹤0.01%
3,680
-2,876
385
$292K ﹤0.01%
+2,500
386
$291K ﹤0.01%
685
-5
387
$290K ﹤0.01%
649
388
$289K ﹤0.01%
3,223
389
$288K ﹤0.01%
3,612
+261
390
$287K ﹤0.01%
+5,750
391
$287K ﹤0.01%
3,993
-17
392
$287K ﹤0.01%
5,668
+117
393
$287K ﹤0.01%
2,362
394
$282K ﹤0.01%
+2,700
395
$280K ﹤0.01%
1,231
+80
396
$277K ﹤0.01%
3,295
-35
397
$272K ﹤0.01%
11,097
398
$269K ﹤0.01%
+3,700
399
$269K ﹤0.01%
8,032
400
$267K ﹤0.01%
770
14 15
16
17 18