VSWA
Vontobel Swiss Wealth Advisors Portfolio holdings
AUM
$195M
1-Year Return
43.77%
This Quarter Return
-2.07%
1 Year Return
+43.77%
3 Year Return
+70.13%
5 Year Return
+104.01%
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
