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
$79.4M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.91M
3
+$1.76M
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$1.14M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$875K

Top Sells

1
+$2M
2
+$1.99M
3
+$1.33M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.08M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.03M

Sector Composition

1 Consumer Discretionary 6.86%
2 Technology 4.46%
3 Communication Services 1.35%
4 Consumer Staples 0.61%
5 Materials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645K 0.81%
+29,177
27
$629K 0.79%
13,490
-6,397
28
$596K 0.75%
2,024
-286
29
$586K 0.74%
11,260
-1,795
30
$570K 0.72%
+10,447
31
$541K 0.68%
1,696
32
$501K 0.63%
+10,177
33
$484K 0.61%
7,886
34
$484K 0.61%
16,330
-2,196
35
$444K 0.56%
2,076
-30
36
$418K 0.53%
1,300
-2
37
$407K 0.51%
11,509
-4,334
38
$394K 0.5%
4,424
39
$373K 0.47%
7,168
-55
40
$371K 0.47%
8,833
41
$371K 0.47%
2,300
-311
42
$336K 0.42%
8,248
43
$329K 0.41%
3,816
-1,154
44
$316K 0.4%
12,756
45
$293K 0.37%
740
-65
46
$268K 0.34%
1,042
-134
47
$263K 0.33%
552
48
$258K 0.32%
941
49
$255K 0.32%
1,171
+10
50
$236K 0.3%
3,739
-70
1
2
3