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WJWM

Williams Jones Wealth Management Portfolio holdings

AUM $8.14B
1-Year Est. Return 19.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.33%
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
451
$50 ﹤0.01%
49,996
452
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454
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455
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456
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457
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458
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460
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-34,000
461
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-24,500
462
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463
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464
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465
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466
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-8,000
467
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