Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
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
+$47.6M
(-100%)
Cap. Flow
-$50.5M
Cap. Flow
% of AUM
-105.99%
Top 10 Holdings %
Top 10 Hldgs %
20.94%
Holding
3,928
New
227
Increased
1,977
Reduced
1,417
Closed
154
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% |
