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
AFL icon
26
Aflac
AFL
$57.6B
$775K 0.45%
7,029
SPTM icon
27
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$596K 0.35%
7,219
-1,641
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$8.91B
$576K 0.34%
12,271
-105
UNH icon
29
UnitedHealth
UNH
$262B
$551K 0.32%
1,669
-376
TSM icon
30
TSMC
TSM
$1.84T
$465K 0.27%
1,529
-110
HNST icon
31
The Honest Company
HNST
$326M
$461K 0.27%
178,761
+40,056
FYC icon
32
First Trust Small Cap Growth AlphaDEX Fund
FYC
$913M
$431K 0.25%
+4,489
META icon
33
Meta Platforms (Facebook)
META
$1.67T
$420K 0.25%
637
-8
FJUN icon
34
FT Vest US Equity Buffer ETF June
FJUN
$1.09B
$417K 0.24%
7,309
-538
NVDA icon
35
NVIDIA
NVDA
$4.46T
$377K 0.22%
2,021
+30
ECL icon
36
Ecolab
ECL
$80.9B
$367K 0.21%
1,398
-288
UBER icon
37
Uber
UBER
$155B
$365K 0.21%
4,472
+200
FFEB icon
38
FT Vest US Equity Buffer ETF February
FFEB
$1.13B
$337K 0.2%
5,950
VO icon
39
Vanguard Mid-Cap ETF
VO
$94.5B
$295K 0.17%
1,016
MMM icon
40
3M
MMM
$82.3B
$272K 0.16%
1,700
BIV icon
41
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$263K 0.15%
3,379
-3,088
DMAR icon
42
FT Vest US Equity Deep Buffer ETF March
DMAR
$381M
$250K 0.15%
5,995
JIVE icon
43
JPMorgan International Value ETF
JIVE
$1.83B
$244K 0.14%
+3,037
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$3.64T
$222K 0.13%
+710
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$280M
$215K 0.13%
4,542
-616
JGLO icon
46
JPMorgan Global Select Equity ETF
JGLO
$6.85B
$203K 0.12%
3,003
-474
IWD icon
47
iShares Russell 1000 Value ETF
IWD
$69.3B
– –
-1,423
STIP icon
48
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
– –
-5,334
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$206B
– –
-4,163
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