Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
1-Year Return
17%
This Quarter Return
+7.36%
1 Year Return
+17%
3 Year Return
+64.32%
5 Year Return
+107.58%
10 Year Return
+207.41%
AUM
$47.6M
AUM Growth
-$41.5B
(-100%)
Cap. Flow
-$50.7M
Cap. Flow
% of AUM
-106.39%
Top 10 Holdings %
Top 10 Hldgs %
20.94%
Holding
3,928
New
227
Increased
1,971
Reduced
1,420
Closed
152
Top Buys
| 1 |
Chevron
CVX
|
+$168K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$75.6K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$49.7K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$44K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$42.1K |
Top Sells
Sector Composition
| 1 | Technology | 10.27% |
| 2 | Communication Services | 7.27% |
| 3 | Financials | 4.97% |
| 4 | Healthcare | 4.53% |
| 5 | Consumer Discretionary | 3.92% |
