VSWA

Vontobel Swiss Wealth Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 43.77%
This Fund
S&P 500
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
+$2.03M
2
+$686K
3
+$557K
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$348K
5
JPM icon
JPMorgan Chase
JPM
+$316K

Top Sells

1
+$2.02M
2
+$561K
3
+$540K
4
MAT icon
Mattel
MAT
+$417K
5
AAPL icon
Apple
AAPL
+$368K

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
76
– –
-27,431
77
– –
-22,600
78
– –
-19,350
1 2 3
4