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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
$92.1M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.26M
3
+$3.26M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.08M
5
BLK icon
Blackrock
BLK
+$3.06M

Top Sells

1
+$9.42M
2
+$6.71M
3
+$6.5M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$6.08M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$5.12M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.67%
3 Industrials 11.71%
4 Financials 10.85%
5 Communication Services 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
– –
-7,980
79
– –
-31,532
80
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-21,248
81
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-1,885
82
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-2,275
83
– –
-3,094
84
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-4,985
1 2 3
4