Envestnet Portfolio Solutions, Inc.
CIK Number: 0001998033
26.14B
Market Value
1,686
# of Holdings
5 months
Avg. Holding Period
34.42%
Win Rate
20.35%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 599.22 | +0.05% | 4.66M | +0.44% | 2.75B | 433.33 | 8.98% |
| 2 | AGG | iShares Core U.... | 98.00 | +0.57% | 16.68M | -11.49% | 1.62B | 95.58 | 5.29% |
| 3 | IWY | iShares Russell... | 236.10 | +0.45% | 5.37M | +2.31% | 1.26B | 162.11 | 4.13% |
| 4 | APUE | Trust for Profe... | 36.13 | -0.05% | 32.19M | -3.86% | 1.15B | 31.17 | 3.76% |
| 5 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 2.09M | -0.24% | 1.13B | 392.7 | 3.69% |
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