EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$77K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2.49M
3
+$2.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.86M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.7M

Top Sells

1
+$4.78M
2
+$4.01M
3
+$3.22M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$2.69M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.53M

Sector Composition

1 Technology 3.19%
2 Consumer Staples 1.25%
3 Consumer Discretionary 1.12%
4 Financials 0.45%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVIG icon
1
Avantis Core Fixed Income ETF
AVIG
$1.71B
$26.1M 15.23%
622,214
+54,766
AVDE icon
2
Avantis International Equity ETF
AVDE
$14.1B
$21.6M 12.62%
262,526
+31,080
JPIE icon
3
JPMorgan Income ETF
JPIE
$8.12B
$19.3M 11.29%
417,704
-86,503
AVLV icon
4
Avantis US Large Cap Value ETF
AVLV
$10.4B
$9.27M 5.41%
122,311
-36,545
AVUS icon
5
Avantis US Equity ETF
AVUS
$11.1B
$9.01M 5.26%
80,561
-13,920
JBND icon
6
JPMorgan Active Bond ETF
JBND
$6.55B
$8.89M 5.19%
+164,419
RDVI icon
7
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.83B
$8.8M 5.14%
335,205
-5,114
AVUV icon
8
Avantis US Small Cap Value ETF
AVUV
$23B
$8.61M 5.03%
84,421
-32,169
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$20.1B
$7.87M 4.6%
102,188
+24,256
JGRO icon
10
JPMorgan Active Growth ETF
JGRO
$8.38B
$6.22M 3.63%
66,977
+18,168
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$5.9M 3.44%
55,289
-6,225
HELO icon
12
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.81B
$4.74M 2.77%
71,319
-19,346
DGRO icon
13
iShares Core Dividend Growth ETF
DGRO
$37.9B
$3.91M 2.28%
56,281
+13,081
COWZ icon
14
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$2.98M 1.74%
49,469
-81,316
AAPL icon
15
Apple
AAPL
$3.82T
$2.92M 1.71%
10,753
-586
SPEM icon
16
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
$2.77M 1.62%
59,221
-2,611
DNOV icon
17
FT Vest US Equity Deep Buffer ETF November
DNOV
$375M
$2.07M 1.21%
42,346
-10,647
VTI icon
18
Vanguard Total Stock Market ETF
VTI
$578B
$2M 1.17%
5,964
AMZN icon
19
Amazon
AMZN
$2.35T
$1.92M 1.12%
8,319
-668
GIS icon
20
General Mills
GIS
$23.2B
$1.68M 0.98%
36,080
+1,738
SPSB icon
21
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.78B
$1.49M 0.87%
49,439
-17,994
MGK icon
22
Vanguard Mega Cap Growth ETF
MGK
$30.5B
$1.47M 0.86%
3,554
-20
BUFD icon
23
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.7B
$1.4M 0.82%
49,532
-575
MSFT icon
24
Microsoft
MSFT
$3.05T
$1.34M 0.78%
2,764
-332
BUFR icon
25
FT Vest Fund of Buffer ETFs
BUFR
$8.62B
$908K 0.53%
26,491
-2,034
1
2