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
176
$2.19M 0.03%
22,359
+688
177
$2.14M 0.03%
8,546
-263
178
$2.14M 0.03%
25,651
+21,692
179
$2.12M 0.03%
15,020
-409
180
$2.08M 0.02%
30,022
181
$2.07M 0.02%
4,403
-75
182
$2.06M 0.02%
10,618
+1,444
183
$2.05M 0.02%
65,462
-11,068
184
$2.04M 0.02%
83,301
185
$2M 0.02%
15,475
-12
186
$1.93M 0.02%
16,160
-2,350
187
$1.9M 0.02%
58,242
-165
188
$1.89M 0.02%
6,921
189
$1.88M 0.02%
12,656
190
$1.86M 0.02%
90,957
191
$1.8M 0.02%
10,993
192
$1.78M 0.02%
26,411
-840
193
$1.78M 0.02%
6,935
-1
194
$1.75M 0.02%
33,357
-85
195
$1.73M 0.02%
5,702
-2,461
196
$1.72M 0.02%
6,148
-462
197
$1.72M 0.02%
10,339
+416
198
$1.71M 0.02%
19,094
-600
199
$1.66M 0.02%
3,942
+40
200
$1.64M 0.02%
86,628
-996
6 7
8
9 10