Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Portfolio holdings

AUM $27.2B
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,478
New
Increased
Reduced
Closed

Top Buys

1 +$2.34B
2 +$1.42B
3 +$869M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$770M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$719M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.33%
2 Healthcare 2.1%
3 Financials 1.9%
4 Industrials 1.41%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$35.6K ﹤0.01%
+12,507
1477
$34K ﹤0.01%
+11,503
1478
$23.6K ﹤0.01%
+2,642