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
$14.9B
AUM Growth
+$1.4B
(+10%)
Holding
2,535
Top Buys
| 1 | +$40.6M | |
| 2 | +$29.5M | |
| 3 | +$27.4M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$24.4M |
| 5 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
+$20.1M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$24M | |
| 3 | +$23.8M | |
| 4 |
LLTC
Linear Technology Corp
LLTC
|
+$11M |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
+$9.18M |
Sector Composition
| 1 | Financials | 6.54% |
| 2 | Technology | 6.01% |
| 3 | Healthcare | 5.31% |
| 4 | Consumer Staples | 4.81% |
| 5 | Industrials | 4.5% |