VSWA
Vontobel Swiss Wealth Advisors Portfolio holdings
AUM
$195M
1-Year Return
43.77%
This Quarter Return
-11.53%
1 Year Return
+43.77%
3 Year Return
+70.13%
5 Year Return
+104.01%
10 Year Return
–
AUM
$135M
AUM Growth
-$36.2M
(-21%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-13.02%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
93
New
7
Increased
14
Reduced
41
Closed
16
Top Buys
| 1 |
Gilead Sciences
GILD
|
$3.02M |
| 2 |
Palo Alto Networks
PANW
|
$3.01M |
| 3 |
IQVIA
IQV
|
$2.83M |
| 4 |
AT&T
T
|
$2.52M |
| 5 |
Citigroup
C
|
$1.63M |
Top Sells
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$4.97M |
| 2 |
iShares US Industrials ETF
IYJ
|
$3.26M |
| 3 |
RSX
VanEck Russia ETF
RSX
|
$3.17M |
| 4 |
iShares MSCI Mexico ETF
EWW
|
$3.01M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$2.66M |
Sector Composition
| 1 | Technology | 8.34% |
| 2 | Healthcare | 8.33% |
| 3 | Communication Services | 5.79% |
| 4 | Financials | 4% |
| 5 | Industrials | 3.44% |
