vontobel swiss wealth advisors

Vontobel Swiss Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Vontobel Swiss Wealth Advisors

Vontobel Swiss Wealth Advisors holds 72 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 6.0 $11M 49k 218.73
Advanced Micro Devices (AMD) 5.8 $10M 111k 91.71
Apple (AAPL) 5.2 $9.1M 68k 132.70
Palo Alto Networks (PANW) 4.7 $8.3M 23k 355.40
Honeywell International (HON) 4.5 $7.8M 37k 212.70
Nike CL B (NKE) 4.2 $7.4M 52k 141.47
Xylem (XYL) 4.1 $7.1M 70k 101.79
Iqvia Holdings (IQV) 3.9 $6.8M 38k 179.17
Broadcom (AVGO) 3.8 $6.7M 15k 437.88
Waste Management (WM) 3.8 $6.6M 56k 117.93
Citigroup Com New (C) 3.7 $6.4M 104k 61.66
Microsoft Corporation (MSFT) 3.6 $6.4M 29k 222.42
Thermo Fisher Scientific (TMO) 3.5 $6.2M 13k 465.80
Constellation Brands Cl A (STZ) 3.3 $5.8M 27k 219.06
Walt Disney Company (DIS) 3.3 $5.8M 32k 181.18
Bristol Myers Squibb (BMY) 3.3 $5.7M 92k 62.03
Kraft Heinz (KHC) 3.3 $5.7M 165k 34.66
Spdr Gold Tr Gold Shs (GLD) 2.9 $5.1M 29k 178.37
Gilead Sciences (GILD) 2.6 $4.5M 78k 58.26
Kroger (KR) 2.5 $4.4M 140k 31.76
BlackRock (BLK) 2.3 $4.0M 5.5k 721.53
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $2.0M 19k 102.02
Abbvie (ABBV) 1.1 $1.9M 18k 107.16
Facebook Cl A (META) 1.1 $1.9M 7.0k 273.14
JPMorgan Chase & Co. (JPM) 0.9 $1.7M 13k 127.06
Chubb (CB) 0.9 $1.5M 10k 153.90
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.5M 13k 118.19
Ishares Core Msci Emkt (IEMG) 0.8 $1.4M 23k 62.04
Amazon (AMZN) 0.8 $1.3M 410.00 3256.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.3M 25k 51.68
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.2M 7.6k 157.73
Ishares Msci Switzerland (EWL) 0.6 $1.1M 25k 44.68
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $1.1M 34k 31.39
Alphabet Cap Stk Cl A (GOOGL) 0.6 $990k 565.00 1752.21
Home Depot (HD) 0.5 $955k 3.6k 265.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $942k 11k 83.23
Ishares Msci Jpn Etf New (EWJ) 0.5 $928k 14k 67.56
Ishares Msci Emerg Mrkt (EEMV) 0.5 $825k 14k 61.11
Procter & Gamble Company (PG) 0.4 $665k 4.8k 139.06
Ishares Msci Eurzone Etf (EZU) 0.4 $664k 15k 44.05
Sap Se Spon Adr (SAP) 0.3 $509k 3.9k 130.51
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $493k 5.5k 89.64
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $464k 4.0k 116.00
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.3 $457k 7.5k 60.93
Target Corporation (TGT) 0.3 $444k 2.5k 176.40
Stryker Corporation (SYK) 0.2 $426k 1.7k 245.25
Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.2 $405k 3.2k 127.40
Cisco Systems (CSCO) 0.2 $398k 8.9k 44.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $395k 2.9k 137.97
Emerson Electric (EMR) 0.2 $390k 4.9k 80.33
salesforce (CRM) 0.2 $384k 1.7k 222.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $383k 3.3k 116.10
Ishares Msci Pac Jp Etf (EPP) 0.2 $363k 7.6k 47.89
Hanesbrands (HBI) 0.2 $351k 24k 14.59
EOG Resources (EOG) 0.2 $351k 7.0k 49.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $341k 911.00 374.31
Johnson Ctls Intl SHS (JCI) 0.2 $338k 7.3k 46.62
Store Capital Corp reit 0.2 $329k 9.7k 33.94
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) 0.2 $324k 5.4k 60.28
Altria (MO) 0.2 $310k 7.6k 40.95
NVIDIA Corporation (NVDA) 0.2 $308k 590.00 522.03
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $294k 10k 29.40
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $285k 8.2k 34.79
Lululemon Athletica (LULU) 0.2 $279k 801.00 348.31
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $271k 3.1k 87.42
Ishares Tr Msci India Etf (INDA) 0.2 $271k 6.7k 40.21
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $264k 6.9k 38.14
Columbia Etf Tr Ii Emrg Markets Etf (ECON) 0.1 $260k 9.2k 28.15
Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $253k 3.9k 64.46
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $253k 5.3k 47.78
Sprouts Fmrs Mkt (SFM) 0.1 $241k 12k 20.08
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $237k 8.8k 27.06