EWM
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Echo Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Echo Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,781
Closed -$222K – 52
2022
Q1 		$222K Sell
2,781
-1,643
-37% -$135K 0.26% 49
2021
Q4 		$384K Hold
4,424
– – 0.44% 38
2021
Q3 		$396K Hold
4,424
– – 0.47% 35
2021
Q2 		$404K Hold
4,424
– – 0.52% 35
2021
Q1 		$394K Hold
4,424
– – 0.5% 38
2020
Q4 		$350K Buy
+4,424
New +$313K 0.46% 37

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return