Commonwealth Equity Services Portfolio holdings
AUM
$77.2B
1-Year Est. Return
18.76%
1 Year Est. Return
+18.76%
AUM
$43.7B
AUM Growth
-$654M
(-1.5%)
Holding
3,868
Top Buys
| 1 | +$56M | |
| 2 | +$51.3M | |
| 3 | +$51.3M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$42M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$37.3M |
Top Sells
| 1 | +$50.6M | |
| 2 | +$31.8M | |
| 3 | +$22.3M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$22.3M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$21.9M |
Sector Composition
| 1 | Technology | 11.86% |
| 2 | Financials | 5.98% |
| 3 | Healthcare | 4.98% |
| 4 | Consumer Discretionary | 4.84% |
| 5 | Industrials | 3.71% |