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
$10.1B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,298
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$24.7M
3
+$22.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.1M

Top Sells

1
+$7.19M
2
+$6.9M
3
+$6.72M
4
NUAN
Nuance Communications, Inc.
NUAN
+$6.66M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$5.1M

Sector Composition

1 Financials 6.84%
2 Technology 6.24%
3 Healthcare 6.07%
4 Energy 5.07%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.27M 0.01%
59,183
-1,991
827
$1.27M 0.01%
59,737
+2,372
828
$1.27M 0.01%
38,357
+1,341
829
$1.27M 0.01%
108,741
-6,005
830
$1.27M 0.01%
19,954
+857
831
$1.27M 0.01%
24,034
-1,922
832
$1.26M 0.01%
35,960
-404
833
$1.26M 0.01%
35,018
+112
834
$1.26M 0.01%
31,025
-1,169
835
$1.26M 0.01%
19,036
+8,858
836
$1.26M 0.01%
25,439
+20,256
837
$1.26M 0.01%
19,533
+1
838
$1.26M 0.01%
27,447
-649
839
$1.26M 0.01%
129,400
-8,767
840
$1.25M 0.01%
35,588
+2,250
841
$1.25M 0.01%
32,020
-131
842
$1.25M 0.01%
51,889
+3,193
843
$1.25M 0.01%
35,432
+3,758
844
$1.25M 0.01%
37,789
+1,335
845
$1.25M 0.01%
+17,799
846
$1.25M 0.01%
129,894
-302
847
$1.25M 0.01%
43,826
+1,099
848
$1.25M 0.01%
19,333
-2,636
849
$1.25M 0.01%
24,353
+8,695
850
$1.24M 0.01%
27,710
+810
32 33
34
35 36