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 4.98%
4 Healthcare 4.53%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$3.09K 0.01%
78,239
+3,110
1277
$3.07K 0.01%
171,488
+7,281
1278
$3.07K 0.01%
461,993
+6,785
1279
$3.05K 0.01%
98,035
+4,649
1280
$3.05K 0.01%
121,771
-20,140
1281
$3.03K 0.01%
460,473
+23,561
1282
$3.02K 0.01%
65,217
-8,739
1283
$3.02K 0.01%
74,752
-462
1284
$3.02K 0.01%
21,325
+58
1285
$3.01K 0.01%
21,231
-795
1286
$3.01K 0.01%
129,480
+12,563
1287
$3K 0.01%
56,086
+2,701
1288
$3K 0.01%
200,184
+354
1289
$3K 0.01%
22,868
+845
1290
$3K 0.01%
109,909
-776
1291
$3K 0.01%
49,167
-9,884
1292
$3K 0.01%
68,433
+32,423
1293
$2.99K 0.01%
119,169
+10,799
1294
$2.98K 0.01%
134,451
-3,624
1295
$2.98K 0.01%
137,091
+27,836
1296
$2.97K 0.01%
125,057
-13,950
1297
$2.96K 0.01%
37,413
+4,848
1298
$2.96K 0.01%
211,410
-22,692
1299
$2.96K 0.01%
41,904
+1,293
1300
$2.96K 0.01%
259,338
+45,714
50 51
52
53 54