StockDriftsStockDriftsTop 50 Envestnet Portfolio Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 6.53% | 4.74M | $1.18B | -0.34%(-16.14K) | $161.91(+80.35%) | 2026-03-31 | |
| APUE | TRUST FOR PROFESSIONAL MANAG | 5.53% | 24.92M | $998.7M | -7.00%(-1.88M) | $30.72(+47.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.37% | 1.21M | $789.8M | -61.65%(-1.94M) | $448.51(+66.27%) | 2026-03-31 | |
| IWX | ISHARES TR | 3.23% | 6.30M | $583.4M | -0.58%(-36.70K) | $68.58(+49.38%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.21% | 12.54M | $579.1M | +0.56%(+69.76K) | $45.03(+2.14%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.51% | 2.15M | $453.7M | -15.42%(-391.65K) | $189.09(+18.80%) | 2026-03-31 | |
| APCB | TRUST FOR PROFESSIONAL MANAG | 2.5% | 15.32M | $451.0M | -6.07%(-989.60K) | $29.36(-0.07%) | 2026-03-31 | |
| APIE | TRUST FOR PROFESSIONAL MANAG | 2.37% | 12.15M | $428.2M | -9.07%(-1.21M) | $27.36(+39.15%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.29% | 3.65M | $413.3M | -1.21%(-44.83K) | $81.50(+68.41%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.28% | 5.90M | $411.6M | -53.91%(-6.90M) | $51.56(+59.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.13% | +44.77% |
| Top 20 Holdings Unweighted | +13.01% | +44.32% |
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