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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
IWMIshares Tr
Recent Activity
Decreased -0.08%
0.71%
$218.06M
987,188 shares@ $220.89 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.37%
0.66%
$203.094M
1.163M shares@ $174.57 avg price
IYWIshares Tr
Recent Activity
Decreased -8.34%
0.63%
$193.181M
1.274M shares@ $151.62 avg price
IWPIshares Tr
Recent Activity
Decreased -3.37%
0.57%
$174.938M
1.492M shares@ $117.29 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.91%
0.55%
$168.748M
2.247M shares@ $75.11 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -1.62%
0.53%
$161.25M
886,039 shares@ $181.99 avg price
TLTIshares Tr
Recent Activity
Decreased -13.27%
0.53%
$160.641M
1.638M shares@ $98.11 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -1.13%
0.48%
$147.615M
2.28M shares@ $64.74 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.79%
0.47%
$142.278M
1.172M shares@ $121.45 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.16%
0.44%
$135.343M
352,521 shares@ $383.94 avg price