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
$60.2B
AUM Growth
+$5.59B
(+10%)
Holding
4,152
Top Buys
| 1 | +$56.8M | |
| 2 | +$41.3M | |
| 3 | +$40.7M | |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$39.5M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$33.3M |
Top Sells
| 1 | +$50.2M | |
| 2 | +$28.2M | |
| 3 | +$24.7M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$22.8M |
| 5 |
SPDR Gold Trust
GLD
|
+$22.5M |
Sector Composition
| 1 | Technology | 11.8% |
| 2 | Financials | 5.56% |
| 3 | Healthcare | 4.2% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Industrials | 3.33% |