Commonwealth Equity Services Portfolio holdings
AUM
$75B
1-Year Est. Return
19.7%
This Fund
S&P 500
1 Year Est. Return
+19.7%
AUM
$11.9B
AUM Growth
+$642M
(+5.7%)
Holding
2,357
Top Buys
| 1 | +$36.8M | |
| 2 | +$25.3M | |
| 3 | +$21M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$16.3M |
| 5 |
SPDR Gold Trust
GLD
|
+$15.8M |
Top Sells
| 1 | +$29.1M | |
| 2 | +$9.25M | |
| 3 | +$9.23M | |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$8.81M |
| 5 |
WisdomTree Europe SmallCap Dividend Fund
DFE
|
+$8.4M |
Sector Composition
| 1 | Financials | 6.08% |
| 2 | Healthcare | 6.06% |
| 3 | Consumer Staples | 5.64% |
| 4 | Technology | 5.49% |
| 5 | Industrials | 4.66% |