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
1476
$394K ﹤0.01%
86
+11
1477
$392K ﹤0.01%
19,748
-4,362
1478
$392K ﹤0.01%
1,843
+19
1479
$392K ﹤0.01%
8,832
+87
1480
$392K ﹤0.01%
7,678
-572
1481
$391K ﹤0.01%
12,384
+87
1482
$391K ﹤0.01%
18,168
+7
1483
$391K ﹤0.01%
53,580
+6,618
1484
$389K ﹤0.01%
9,760
+3
1485
$388K ﹤0.01%
11,716
+853
1486
$388K ﹤0.01%
2,833
+891
1487
$388K ﹤0.01%
3,324
+8
1488
$386K ﹤0.01%
+3,775
1489
$386K ﹤0.01%
+9,714
1490
$385K ﹤0.01%
25,404
-1,294
1491
$385K ﹤0.01%
10,330
-732
1492
$385K ﹤0.01%
8,305
+867
1493
$385K ﹤0.01%
47,499
-1,355
1494
$383K ﹤0.01%
26,425
-165
1495
$382K ﹤0.01%
9,132
-93
1496
$380K ﹤0.01%
+2,110
1497
$380K ﹤0.01%
17,272
+1,816
1498
$380K ﹤0.01%
9,864
+465
1499
$379K ﹤0.01%
9,416
+119
1500
$378K ﹤0.01%
8,552
-101
58 59
60
61 62