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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
IVVIshares Tr
Recent Activity
Decreased -3.3%
8.7%
$2.678B
4.643M shares@ $576.83 avg price
AGGIshares Tr
Recent Activity
Increased 19.74%
6.21%
$1.909B
18.846M shares@ $101.27 avg price
APUETrust For Professional Manag
Recent Activity
Decreased -3.68%
3.84%
$1.18B
33.48M shares@ $35.24 avg price
IWYIshares Tr
Recent Activity
Decreased -6.08%
3.75%
$1.154B
5.244M shares@ $220.05 avg price
IUSBIshares Tr
Recent Activity
Increased 20.72%
3.64%
$1.12B
23.768M shares@ $47.13 avg price
IEFAIshares Tr
Recent Activity
Increased 10.01%
3.63%
$1.115B
14.284M shares@ $78.05 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.7%
3.6%
$1.108B
2.1M shares@ $527.68 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.08%
2.33%
$716.421M
13.566M shares@ $52.82 avg price
APIETrust For Professional Manag
Recent Activity
Increased 4.41%
1.96%
$601.05M
19.553M shares@ $30.75 avg price
MUBIshares Tr
Recent Activity
Increased 17.13%
1.88%
$576.011M
5.303M shares@ $108.63 avg price