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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
$147M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.08M
3
+$2.64M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.56M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.44M

Top Sells

1
+$5.78M
2
+$4.67M
3
+$1.79M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.64M
5
FRC
First Republic Bank
FRC
+$1.43M

Sector Composition

1 Industrials 5.32%
2 Energy 3.99%
3 Consumer Discretionary 3.92%
4 Financials 2.37%
5 Technology 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1,800
102
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-2,000
103
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-400
104
– –
-350
105
– –
-89,380
106
– –
-1,200
107
– –
-1,100
108
– –
-1,200
109
– –
-440
110
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-500
111
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-1,000
112
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-150
113
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-1,900
114
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-840
115
– –
-950
116
– –
-50
117
– –
-27,508
118
– –
-500
119
– –
-500
120
– –
-1,450
1 2 3 4
5