Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VONTOBEL SWISS WEALTH ADVISORS AG 07-26-2021 06-30-2021 80 194,663,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $10,348,000 76,769 5.32 4.80 6,355 9.03 06-30-2021
MICROSOFT CORP COM 2 $9,592,000 36,067 4.93 4.80 -465 -1.27 06-30-2021
ADVANCED MICRO DEVICES INC COM 3 $8,875,000 96,366 4.56 4.94 -16,409 -14.55 06-30-2021
PALO ALTO NETWORKS INC COM 4 $8,612,000 23,662 4.42 3.94 1,702 7.75 06-30-2021
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