EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$660K
3
+$539K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$416K
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$187K

Top Sells

1
+$3.2M
2
+$580K
3
+$278K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$246K
5
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$166K

Sector Composition

1 Technology 3.35%
2 Consumer Staples 1.31%
3 Consumer Discretionary 1.15%
4 Financials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPTM icon
26
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$715K 0.42%
8,860
-329
UNH icon
27
UnitedHealth
UNH
$308B
$706K 0.41%
2,045
-171
PRF icon
28
Invesco FTSE RAFI US 1000 ETF
PRF
$8.54B
$560K 0.33%
12,376
-315
STIP icon
29
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$551K 0.32%
5,334
+196
HNST icon
30
The Honest Company
HNST
$315M
$510K 0.3%
138,705
+1,921
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$26.4B
$505K 0.29%
6,467
-1,589
META icon
32
Meta Platforms (Facebook)
META
$1.61T
$474K 0.28%
645
-9
ECL icon
33
Ecolab
ECL
$74.9B
$462K 0.27%
1,686
TSM icon
34
TSMC
TSM
$1.53T
$458K 0.27%
1,639
-446
FJUN icon
35
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
$439K 0.26%
7,847
+195
UBER icon
36
Uber
UBER
$188B
$419K 0.24%
4,272
-2,842
NVDA icon
37
NVIDIA
NVDA
$4.36T
$371K 0.22%
1,991
-138
FFEB icon
38
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$328K 0.19%
5,950
-3,006
VO icon
39
Vanguard Mid-Cap ETF
VO
$89.4B
$298K 0.17%
1,016
IWD icon
40
iShares Russell 1000 Value ETF
IWD
$68.2B
$290K 0.17%
1,423
MMM icon
41
3M
MMM
$91.9B
$264K 0.15%
1,700
VEA icon
42
Vanguard FTSE Developed Markets ETF
VEA
$186B
$249K 0.15%
4,163
-74
DMAR icon
43
FT Vest US Equity Deep Buffer ETF March
DMAR
$359M
$244K 0.14%
5,995
-1,970
DJUN icon
44
FT Vest US Equity Deep Buffer ETF June
DJUN
$275M
$240K 0.14%
5,158
JGLO icon
45
JPMorgan Global Select Equity ETF
JGLO
$7.26B
$236K 0.14%
3,477
+225
XSEP icon
46
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$104M
– –
-6,051
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