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
401
$266K ﹤0.01%
6,549
402
$264K ﹤0.01%
1,960
-431
403
$260K ﹤0.01%
19,275
404
$255K ﹤0.01%
2,778
-50
405
$255K ﹤0.01%
3,738
-328
406
$254K ﹤0.01%
848
407
$253K ﹤0.01%
4,506
408
$251K ﹤0.01%
+1,050
409
$250K ﹤0.01%
3,370
+270
410
$250K ﹤0.01%
+4,288
411
$247K ﹤0.01%
24,966
-1,000
412
$244K ﹤0.01%
5,069
413
$241K ﹤0.01%
2,129
414
$241K ﹤0.01%
3,493
-50
415
$241K ﹤0.01%
3,300
416
$241K ﹤0.01%
7,197
+209
417
$233K ﹤0.01%
+3,015
418
$228K ﹤0.01%
+650
419
$228K ﹤0.01%
2,197
+145
420
$228K ﹤0.01%
+822
421
$228K ﹤0.01%
+7,624
422
$226K ﹤0.01%
2,000
-500
423
$224K ﹤0.01%
+2,701
424
$224K ﹤0.01%
402
425
$219K ﹤0.01%
15,435
15 16
17
18 19