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
$78.3M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$354K
2
+$178K
3
+$122K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$69.1K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$67.5K

Top Sells

1
+$747K
2
+$539K
3
+$518K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$469K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$327K

Sector Composition

1 Consumer Discretionary 6.64%
2 Technology 4.69%
3 Communication Services 1.12%
4 Materials 0.56%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$657K 0.84%
12,972
-518
27
$641K 0.82%
1,855
-169
28
$612K 0.78%
1,696
29
$536K 0.68%
10,074
-103
30
$508K 0.65%
9,615
-1,645
31
$490K 0.63%
1,269
-31
32
$475K 0.61%
15,718
-612
33
$436K 0.56%
2,076
34
$408K 0.52%
11,207
-302
35
$404K 0.52%
4,424
36
$397K 0.51%
6,658
-1,228
37
$387K 0.49%
8,833
38
$381K 0.49%
2,300
39
$373K 0.48%
7,168
40
$329K 0.42%
3,640
-176
41
$301K 0.38%
11,484
-1,272
42
$292K 0.37%
677
-63
43
$270K 0.34%
927
-115
44
$268K 0.34%
941
45
$267K 0.34%
552
46
$259K 0.33%
2,133
-4,443
47
$255K 0.33%
6,248
-2,000
48
$250K 0.32%
3,739
49
$240K 0.31%
1,920
-200
50
$218K 0.28%
2,631
-39
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2
3