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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$11.7M
3
+$9.95M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$8.87M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$8.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.69%
2 Industrials 4.14%
3 Technology 3.79%
4 Financials 2.5%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K 0.01%
+350
102
$13K 0.01%
+200
103
$13K 0.01%
+120
104
$13K 0.01%
+5,000
105
$11K 0.01%
+500
106
$10K 0.01%
+1,000
107
$10K 0.01%
+500
108
$10K 0.01%
+200
109
$9K 0.01%
+333
110
$9K 0.01%
+350
111
$6K ﹤0.01%
+50
112
$4K ﹤0.01%
+220
113
$3K ﹤0.01%
+107
114
$2K ﹤0.01%
+150
1 2 3 4
5