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
HNST icon
26
The Honest Company
HNST
$405M
$696K 0.43%
136,784
+60,989
UNH icon
27
UnitedHealth
UNH
$323B
$691K 0.42%
2,216
+104
SPTM icon
28
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$688K 0.42%
9,189
+121
UBER icon
29
Uber
UBER
$192B
$664K 0.41%
7,114
-4,605
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$623K 0.38%
8,056
-1,249
PRF icon
31
Invesco FTSE RAFI US 1000 ETF
PRF
$8.55B
$536K 0.33%
12,691
-2,210
STIP icon
32
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
$529K 0.32%
5,138
+1,456
META icon
33
Meta Platforms (Facebook)
META
$1.8T
$483K 0.3%
654
-195
TSM icon
34
TSMC
TSM
$1.53T
$472K 0.29%
2,085
+729
FFEB icon
35
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
$469K 0.29%
8,956
ECL icon
36
Ecolab
ECL
$78.5B
$454K 0.28%
1,686
FJUN icon
37
FT Vest US Equity Buffer ETF June
FJUN
$1B
$411K 0.25%
7,652
+436
NVDA icon
38
NVIDIA
NVDA
$4.46T
$336K 0.21%
2,129
-463
DMAR icon
39
FT Vest US Equity Deep Buffer ETF March
DMAR
$362M
$315K 0.19%
7,965
+1,570
VO icon
40
Vanguard Mid-Cap ETF
VO
$87.5B
$284K 0.17%
1,016
IWD icon
41
iShares Russell 1000 Value ETF
IWD
$64.4B
$276K 0.17%
1,423
-5
MMM icon
42
3M
MMM
$81.3B
$259K 0.16%
1,700
XSEP icon
43
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$129M
$246K 0.15%
6,051
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$178B
$242K 0.15%
4,237
-43,555
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$281M
$232K 0.14%
5,158
JGLO icon
46
JPMorgan Global Select Equity ETF
JGLO
$7.38B
$209K 0.13%
3,252
-438
ARKW icon
47
ARK Web x.0 ETF
ARKW
$2.71B
– –
-2,269
JPM icon
48
JPMorgan Chase
JPM
$810B
– –
-1,700
MDLZ icon
49
Mondelez International
MDLZ
$80.8B
– –
-3,701
TSLA icon
50
Tesla
TSLA
$1.46T
– –
-1,331
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