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
201
$1.57M 0.02%
6,621
-146
202
$1.54M 0.02%
15,682
203
$1.53M 0.02%
14,075
204
$1.52M 0.02%
4,713
-267
205
$1.51M 0.02%
5,320
+3,180
206
$1.5M 0.02%
1,997
+10
207
$1.5M 0.02%
9,442
+217
208
$1.46M 0.02%
6,978
+9
209
$1.45M 0.02%
8,019
210
$1.43M 0.02%
9,782
+3,965
211
$1.42M 0.02%
12,051
-200
212
$1.4M 0.02%
24,624
+6,550
213
$1.39M 0.02%
11,612
-250
214
$1.37M 0.02%
9,676
-354
215
$1.36M 0.02%
5,482
+154
216
$1.36M 0.02%
10,010
217
$1.34M 0.02%
11,078
+145
218
$1.3M 0.02%
7,525
-310
219
$1.29M 0.02%
16,500
220
$1.28M 0.02%
5,200
-500
221
$1.28M 0.02%
44,087
+15,314
222
$1.28M 0.02%
22,800
223
$1.25M 0.02%
40,767
224
$1.24M 0.01%
3,409
225
$1.2M 0.01%
7,227
+25
7 8
9
10 11