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
851
$1.24M 0.01%
14,167
+384
852
$1.23M 0.01%
20,561
-44
853
$1.23M 0.01%
18,830
854
$1.23M 0.01%
24,084
+126
855
$1.23M 0.01%
81,140
-22,234
856
$1.22M 0.01%
15,379
+3,609
857
$1.22M 0.01%
19,760
+353
858
$1.22M 0.01%
17,835
-83
859
$1.22M 0.01%
8,481
-5,693
860
$1.2M 0.01%
26,972
+3,812
861
$1.2M 0.01%
75,539
-125,863
862
$1.2M 0.01%
31,039
+4,443
863
$1.2M 0.01%
17,728
-7,676
864
$1.2M 0.01%
9,902
+434
865
$1.19M 0.01%
30,477
+15,651
866
$1.19M 0.01%
+25,158
867
$1.19M 0.01%
24,085
+292
868
$1.19M 0.01%
23,764
-13,395
869
$1.19M 0.01%
15,077
+5
870
$1.18M 0.01%
90,336
-1,465
871
$1.18M 0.01%
22,866
+14,388
872
$1.18M 0.01%
41,683
+3,205
873
$1.17M 0.01%
9,386
+202
874
$1.17M 0.01%
28,649
+3,340
875
$1.17M 0.01%
26,550
+7,236
33 34
35
36 37