Commonwealth Equity Services Portfolio holdings
AUM
$75B
1-Year Est. Return
19.7%
This Fund
S&P 500
1 Year Est. Return
+19.7%
AUM
$39.8B
AUM Growth
+$449M
(+1.1%)
Holding
3,732
Top Buys
| 1 | +$75.1M | |
| 2 | +$27.6M | |
| 3 | +$26.7M | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$25.6M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$24.5M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$14.7M | |
| 3 | +$12.6M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$12.3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$10.6M |
Sector Composition
| 1 | Technology | 11.42% |
| 2 | Financials | 6.15% |
| 3 | Consumer Discretionary | 5.1% |
| 4 | Healthcare | 4.93% |
| 5 | Communication Services | 3.85% |