Commonwealth Equity Services Portfolio holdings
AUM
$75B
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$8.92B
AUM Growth
+$695M
(+8.4%)
Holding
2,246
Top Buys
| 1 | +$30.2M | |
| 2 | +$29.9M | |
| 3 | +$25.3M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$17.7M |
| 5 |
NRF
NorthStar Realty Finance Corp.
NRF
|
+$17.1M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$8.24M | |
| 3 | +$5.77M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$4.31M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$4.2M |
Sector Composition
| 1 | Financials | 7.49% |
| 2 | Technology | 6.46% |
| 3 | Energy | 5.97% |
| 4 | Healthcare | 5.67% |
| 5 | Consumer Staples | 5.31% |