VSWA

Vontobel Swiss Wealth Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 43.77%
This Quarter Est. Return
1 Year Est. Return
+43.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$675K
3
+$533K
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$370K
5
JPM icon
JPMorgan Chase
JPM
+$328K

Top Sells

1
+$2.02M
2
+$561K
3
+$540K
4
MAT icon
Mattel
MAT
+$417K
5
AAPL icon
Apple
AAPL
+$361K

Sector Composition

1 Healthcare 5.76%
2 Technology 5.52%
3 Industrials 5.22%
4 Consumer Discretionary 3.35%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.24%
17,616
+4,606
27
$1.96M 1.2%
51,428
-9,480
28
$1.96M 1.19%
36,476
+2,314
29
$1.96M 1.19%
25,015
-518
30
$1.92M 1.17%
24,643
+2,150
31
$1.85M 1.13%
23,419
+321
32
$1.76M 1.07%
36,240
+160
33
$1.7M 1.04%
17,225
+115
34
$1.54M 0.94%
12,830
+1,833
35
$918K 0.56%
23,725
+9,550
36
$882K 0.54%
44,364
-1,165
37
$827K 0.5%
21,770
+3,370
38
$824K 0.5%
27,370
+10,525
39
$815K 0.5%
1,822
+367
40
$687K 0.42%
8,374
+1,624
41
$675K 0.41%
+10,333
42
$671K 0.41%
34,940
+9,000
43
$644K 0.39%
7,985
+790
44
$621K 0.38%
15,425
+2,500
45
$603K 0.37%
10,750
+1,825
46
$576K 0.35%
10,708
+1,901
47
$572K 0.35%
24,900
+5,350
48
$567K 0.35%
13,345
+3,000
49
$561K 0.34%
2,232
+73
50
$432K 0.26%
8,350
+2,625
1
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3 4