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
$68.4B
AUM Growth
+$2.43B
(+3.7%)
Holding
4,281
Top Buys
| 1 | +$51.3M | |
| 2 | +$43.2M | |
| 3 | +$42.5M | |
| 4 |
Microsoft
MSFT
|
+$41.9M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$36.7M |
Top Sells
| 1 | +$31.5M | |
| 2 | +$29.6M | |
| 3 | +$23.7M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$21.5M |
| 5 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$18.1M |
Sector Composition
| 1 | Technology | 12.94% |
| 2 | Financials | 5.41% |
| 3 | Consumer Discretionary | 4.35% |
| 4 | Healthcare | 3.33% |
| 5 | Industrials | 3.17% |