Commonwealth Equity Services Portfolio holdings
AUM
$75.7B
1-Year Return
17%
This Quarter Return
+0.03%
1 Year Return
+17%
3 Year Return
+64.32%
5 Year Return
+107.58%
10 Year Return
+207.41%
AUM
$5.67B
AUM Growth
–
Cap. Flow
+$5.67B
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
17.01%
Holding
1,821
New
1,816
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$149M |
| 2 |
Exxon Mobil
XOM
|
+$136M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$134M |
| 4 |
Apple
AAPL
|
+$109M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$83.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 7.58% |
| 2 | Technology | 6.44% |
| 3 | Healthcare | 5.49% |
| 4 | Financials | 5.47% |
| 5 | Consumer Staples | 5.45% |
