EWM

Echo Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.11M
3
+$878K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$774K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$713K

Top Sells

1
+$2.48M
2
+$1.13M
3
+$430K
4
JPM icon
JPMorgan Chase
JPM
+$417K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

1 Technology 4.87%
2 Consumer Staples 1.43%
3 Consumer Discretionary 1.23%
4 Financials 0.45%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPIE icon
1
JPMorgan Income ETF
JPIE
$5.16B
$22.7M 13.91%
489,979
+15,384
AVIG icon
2
Avantis Core Fixed Income ETF
AVIG
$1.27B
$21.5M 13.18%
516,788
+120,528
AVDE icon
3
Avantis International Equity ETF
AVDE
$9.58B
$16.6M 10.19%
224,619
+42,018
AVUV icon
4
Avantis US Small Cap Value ETF
AVUV
$18B
$10.7M 6.56%
117,448
+8,492
AVLV icon
5
Avantis US Large Cap Value ETF
AVLV
$8.23B
$10.7M 6.54%
156,424
+4,950
AVUS icon
6
Avantis US Equity ETF
AVUS
$9.67B
$9.44M 5.78%
93,623
+3,898
RDVI icon
7
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.31B
$8.27M 5.07%
334,806
-675
COWZ icon
8
Pacer US Cash Cows 100 ETF
COWZ
$19B
$7.76M 4.76%
140,875
-1,172
SPYG icon
9
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$5.78M 3.54%
60,625
+1,901
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$13.6B
$5.33M 3.27%
77,747
+1,294
HELO icon
11
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.46B
$5.27M 3.23%
84,270
+14,024
AAPL icon
12
Apple
AAPL
$3.74T
$4.9M 3%
23,897
-5,490
JGRO icon
13
JPMorgan Active Growth ETF
JGRO
$7.53B
$4.33M 2.66%
50,365
+3,252
DGRO icon
14
iShares Core Dividend Growth ETF
DGRO
$35.3B
$2.73M 1.67%
42,637
+67
SPEM icon
15
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$2.63M 1.61%
61,590
+2,036
DNOV icon
16
FT Vest US Equity Deep Buffer ETF November
DNOV
$330M
$2.19M 1.34%
49,004
+6,377
AMZN icon
17
Amazon
AMZN
$2.27T
$2.01M 1.23%
9,173
-570
SPSB icon
18
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$1.94M 1.19%
64,165
+5,922
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$543B
$1.81M 1.11%
5,964
-200
GIS icon
20
General Mills
GIS
$25.8B
$1.63M 1%
31,447
+3,107
MSFT icon
21
Microsoft
MSFT
$3.82T
$1.56M 0.96%
3,146
-288
BUFD icon
22
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.48B
$1.45M 0.89%
54,585
+5,048
MGK icon
23
Vanguard Mega Cap Growth ETF
MGK
$30.8B
$1.31M 0.8%
3,574
BUFR icon
24
FT Vest Fund of Buffer ETFs
BUFR
$7.53B
$759K 0.47%
23,859
+11,428
AFL icon
25
Aflac
AFL
$57.6B
$741K 0.45%
7,029
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