EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.66M
3
+$2.93M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.72M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$1.36M

Top Sells

1
+$2.77M
2
+$2.75M
3
+$1.79M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.36M

Sector Composition

1 Technology 2.15%
2 Consumer Staples 1.16%
3 Consumer Discretionary 0.96%
4 Financials 0.44%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVIG icon
1
Avantis Core Fixed Income ETF
AVIG
$1.86B
$32.2M 18.54%
775,059
+152,845
AVDE icon
2
Avantis International Equity ETF
AVDE
$16.9B
$25.1M 14.47%
296,220
+33,694
JPIE icon
3
JPMorgan Income ETF
JPIE
$9.07B
$20.3M 11.71%
441,628
+23,924
JBND icon
4
JPMorgan Active Bond ETF
JBND
$7.92B
$14.5M 8.33%
269,004
+104,585
AVEM icon
5
Avantis Emerging Markets Equity ETF
AVEM
$26.2B
$10.9M 6.26%
134,959
+32,771
AVUS icon
6
Avantis US Equity ETF
AVUS
$13.3B
$8.02M 4.62%
72,143
-8,418
RDVI icon
7
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.23B
$7.85M 4.52%
307,166
-28,039
AVUV icon
8
Avantis US Small Cap Value ETF
AVUV
$27.4B
$7.53M 4.34%
68,206
-16,215
AVLV icon
9
Avantis US Large Cap Value ETF
AVLV
$12.9B
$7.13M 4.1%
88,389
-33,922
JGRO icon
10
JPMorgan Active Growth ETF
JGRO
$10.1B
$4.79M 2.76%
56,694
-10,283
SPYG icon
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.8B
$4.13M 2.38%
42,209
-13,080
HELO icon
12
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$3.54M 2.04%
55,343
-15,976
DNOV icon
13
FT Vest US Equity Deep Buffer ETF November
DNOV
$393M
$3.37M 1.94%
70,275
+27,929
DGRO icon
14
iShares Core Dividend Growth ETF
DGRO
$40.9B
$2.73M 1.57%
38,874
-17,407
AAPL icon
15
Apple
AAPL
$4.57T
$1.86M 1.07%
7,330
-3,423
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$658B
$1.85M 1.07%
5,768
-196
AMZN icon
17
Amazon
AMZN
$2.73T
$1.66M 0.96%
7,982
-337
COWZ icon
18
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$1.61M 0.93%
25,811
-23,658
GIS icon
19
General Mills
GIS
$17.2B
$1.47M 0.85%
39,611
+3,531
BUFD icon
20
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.88B
$1.33M 0.77%
47,660
-1,872
MGK icon
21
Vanguard Mega Cap Growth ETF
MGK
$34.5B
$1.15M 0.66%
15,690
-2,080
BUFR icon
22
FT Vest Fund of Buffer ETFs
BUFR
$9.61B
$1.11M 0.64%
32,808
+6,317
SPSB icon
23
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$917K 0.53%
30,499
-18,940
MSFT icon
24
Microsoft
MSFT
$3.18T
$793K 0.46%
2,143
-621
AFL icon
25
Aflac
AFL
$58.3B
$771K 0.44%
7,029
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