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Sean P. Skuja

@Envestnet Portfolio Solutions, Inc.

Latest period2024 - Q3ReportedManaged Assets$30.783BTotal holdings1676
Assets growth rate7.41%Assets growth rate (2-Q avg)7.57%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Portfolio Solutions, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1676 positions.

Assets under management

The assets under management (AUM) of Envestnet Portfolio Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 30.783B in assets, with a quarterly growth rate of 7.41% and a 2-quarter average growth rate of 7.57%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.04%
$11.547M
420,514 shares@ $27.46 avg price
XSMOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$5.924M
89,495 shares@ $66.2 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$5.873M
38,887 shares@ $151.03 avg price
RXSTRxsight Inc
Recent Activity
New Position
0.02%
$3.804M
76,959 shares@ $49.43 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$2.836M
14,282 shares@ $198.57 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.01%
$2.141M
81,520 shares@ $26.26 avg price
LVHILegg Mason Etf Invt
Recent Activity
New Position
0.01%
$2.103M
67,658 shares@ $31.09 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$1.572M
30,527 shares@ $51.49 avg price
UDIUscf Etf Tr
Recent Activity
New Position
0.01%
$1.376M
46,018 shares@ $29.91 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
New Position
0.01%
$1.298M
11,998 shares@ $108.19 avg price