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
$76.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.34M
3
+$7.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.37M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.94%
2 Technology 5.55%
3 Communication Services 1.15%
4 Consumer Staples 0.61%
5 Materials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$600K 0.78%
+13,055
27
$570K 0.75%
+18,526
28
$535K 0.7%
+15,843
29
$532K 0.7%
+1,696
30
$464K 0.61%
+7,886
31
$456K 0.6%
+2,106
32
$439K 0.57%
+1,302
33
$437K 0.57%
+12,820
34
$397K 0.52%
+4,970
35
$382K 0.5%
+2,611
36
$362K 0.47%
+7,223
37
$350K 0.46%
+4,424
38
$342K 0.45%
+8,833
39
$327K 0.43%
+8,248
40
$301K 0.39%
+805
41
$298K 0.39%
+1,176
42
$290K 0.38%
+12,756
43
$252K 0.33%
+941
44
$251K 0.33%
+1,161
45
$246K 0.32%
+7,595
46
$232K 0.3%
+552
47
$231K 0.3%
+6,457
48
$229K 0.3%
+3,809
49
$216K 0.28%
+972
50
$212K 0.28%
+8,491
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