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
$70.7B
AUM Growth
+$2.25B
(+3.3%)
Holding
4,336
Top Buys
| 1 | +$185M | |
| 2 | +$177M | |
| 3 | +$114M | |
| 4 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$96.7M |
| 5 |
TRIO
MC Trio Equity Buffered ETF
TRIO
|
+$94.8M |
Top Sells
| 1 | +$160M | |
| 2 | +$64.2M | |
| 3 | +$41.5M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$32.2M |
| 5 |
Vanguard Growth ETF
VUG
|
+$28M |
Sector Composition
| 1 | Technology | 11.47% |
| 2 | Financials | 5.66% |
| 3 | Consumer Discretionary | 3.85% |
| 4 | Healthcare | 3.59% |
| 5 | Industrials | 3.04% |