Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
This Quarter Return
+9.03%
1 Year Return
+17%
3 Year Return
+64.32%
5 Year Return
+107.58%
10 Year Return
+207.41%
AUM
$60.2B
AUM Growth
+$60.2B
(+10%)
Cap. Flow
+$2.08B
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
18.83%
Holding
4,152
New
252
Increased
2,069
Reduced
1,575
Closed
133
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$302M |
| 2 |
Walmart
WMT
|
$119M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$58.2M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$44.9M |
| 5 |
iShares Semiconductor ETF
SOXX
|
$43.2M |
Top Sells
Sector Composition
| 1 | Technology | 11.8% |
| 2 | Financials | 5.55% |
| 3 | Healthcare | 4.2% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Industrials | 3.34% |