Commonwealth Equity Services

Commonwealth Equity Services Portfolio holdings

AUM $77.2B
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66B
AUM Growth
+$2.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,235
New
Increased
Reduced
Closed

Top Sells

1 +$110M
2 +$83.7M
3 +$75.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$66.1M
5
NVDA icon
NVIDIA
NVDA
+$65.4M

Sector Composition

1 Technology 12.45%
2 Financials 5.29%
3 Consumer Discretionary 3.99%
4 Healthcare 3.91%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
-116,281
4227
-24,617