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
426
$217K ﹤0.01%
4,252
427
$213K ﹤0.01%
+1,600
428
$211K ﹤0.01%
18,500
429
$210K ﹤0.01%
+254
430
$209K ﹤0.01%
+4,300
431
$205K ﹤0.01%
+1,582
432
$172K ﹤0.01%
11,717
433
$165K ﹤0.01%
18,429
-2,686
434
$157K ﹤0.01%
12,822
435
$148K ﹤0.01%
14,000
436
$140K ﹤0.01%
12,000
-2,000
437
$138K ﹤0.01%
10,901
438
$126K ﹤0.01%
15,000
439
$106K ﹤0.01%
10,275
440
$102K ﹤0.01%
21,240
441
$91.9K ﹤0.01%
101,300
442
$75.2K ﹤0.01%
11,027
443
$70.7K ﹤0.01%
11,795
444
$59.5K ﹤0.01%
11,377
445
$48.3K ﹤0.01%
11,019
-100
446
$40.9K ﹤0.01%
10,000
447
$36.8K ﹤0.01%
15,000
+5,000
448
$21.9K ﹤0.01%
10,000
449
$9.8K ﹤0.01%
20,000
450
$6.48K ﹤0.01%
27,000
15 16 17
18
19