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
$47.6M
AUM Growth
-$41.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,928
New
Increased
Reduced
Closed

Top Buys

1
+$168K
2
+$75.6K
3
+$49.7K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$44K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.1K

Top Sells

1
+$4.08M
2
+$2.76M
3
+$2.33M
4
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$1.72M
5
ADRE
Invesco BLDRS Emerging Markets 50 ADR Index Fund
ADRE
+$1.57M

Sector Composition

1 Technology 10.27%
2 Communication Services 7.27%
3 Financials 4.97%
4 Healthcare 4.53%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$6.55K 0.01%
38,462
+7,724
877
$6.55K 0.01%
192,262
-7,434
878
$6.53K 0.01%
58,272
-1,826
879
$6.52K 0.01%
15,217
+2,302
880
$6.51K 0.01%
160,694
+58,520
881
$6.49K 0.01%
125,497
+4,779
882
$6.48K 0.01%
108,705
+22,320
883
$6.46K 0.01%
86,899
+2,764
884
$6.46K 0.01%
199,304
+5,678
885
$6.45K 0.01%
201,720
-16,592
886
$6.45K 0.01%
26,163
+697
887
$6.43K 0.01%
87,563
+8,155
888
$6.42K 0.01%
252,433
+18,590
889
$6.41K 0.01%
72,467
+5,033
890
$6.36K 0.01%
+215,080
891
$6.36K 0.01%
24,112
+4,283
892
$6.32K 0.01%
80,572
-22,444
893
$6.32K 0.01%
187,774
-40,751
894
$6.32K 0.01%
165,333
+35,706
895
$6.31K 0.01%
15,210
+920
896
$6.31K 0.01%
333,747
-6,959
897
$6.3K 0.01%
72,119
-635
898
$6.29K 0.01%
142,449
+6,835
899
$6.27K 0.01%
157,208
+5,780
900
$6.26K 0.01%
531,913
-34,033
34 35
36
37 38