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
$157M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.15M
3 +$472K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$453K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$432K

Sector Composition

1 Consumer Discretionary 4.61%
2 Industrials 4.6%
3 Technology 4.41%
4 Healthcare 4.27%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-131,526
77
-10,579