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
$176M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.06M
3
+$3.76M
4
GLD icon
SPDR Gold Trust
GLD
+$1.54M
5
META icon
Meta Platforms (Facebook)
META
+$1.45M

Top Sells

1
+$5.26M
2
+$2.63M
3
+$2.41M
4
AVGO icon
Broadcom
AVGO
+$2.12M
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$1.35M

Sector Composition

1 Technology 24%
2 Healthcare 14.57%
3 Financials 13.79%
4 Industrials 12.71%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-42,500
77
– –
-112,342
1 2 3
4