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
1276
$554K 0.01%
19,479
+166
1277
$553K 0.01%
27,408
-196
1278
$552K 0.01%
21,128
+4,112
1279
$551K 0.01%
9,588
-11,907
1280
$550K 0.01%
8,738
+5,535
1281
$550K 0.01%
+11,732
1282
$550K 0.01%
40,000
1283
$549K 0.01%
7,903
+1,246
1284
$548K 0.01%
14,533
+358
1285
$548K 0.01%
5,440
-90
1286
$548K 0.01%
60,770
+8,730
1287
$545K 0.01%
105,895
-10,699
1288
$544K 0.01%
13,228
+2,070
1289
$544K 0.01%
9,206
-210
1290
$543K 0.01%
13,146
+3,282
1291
$542K 0.01%
+28,729
1292
$542K 0.01%
12,406
+7,825
1293
$542K 0.01%
50,664
-7,699
1294
$541K 0.01%
66,209
+6,721
1295
$541K 0.01%
29,459
+3,359
1296
$538K 0.01%
17,567
+6,594
1297
$538K 0.01%
20,188
-14,291
1298
$537K 0.01%
21,515
+692
1299
$537K 0.01%
6,887
-946
1300
$536K 0.01%
72,148
-3,448
50 51
52
53 54