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
$84.4M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.24M
3
+$844K
4
VB icon
Vanguard Small-Cap ETF
VB
+$606K
5
GIS icon
General Mills
GIS
+$550K

Top Sells

1
+$320K
2
+$270K
3
+$259K
4
TSLA icon
Tesla
TSLA
+$224K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$177K

Sector Composition

1 Consumer Discretionary 6.07%
2 Technology 4.02%
3 Consumer Staples 1.14%
4 Communication Services 1.02%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$645K 0.76%
11,571
-1,023
27
$641K 0.76%
12,455
-517
28
$596K 0.71%
1,806
-49
29
$588K 0.7%
1,628
-68
30
$560K 0.66%
10,374
+300
31
$504K 0.6%
9,395
-220
32
$446K 0.53%
2,076
33
$439K 0.52%
14,805
-913
34
$398K 0.47%
8,833
35
$396K 0.47%
4,424
36
$358K 0.42%
7,057
-111
37
$329K 0.39%
3,640
38
$329K 0.39%
9,090
-2,117
39
$326K 0.39%
2,204
-96
40
$313K 0.37%
1,229
-40
41
$299K 0.35%
11,484
42
$293K 0.35%
12,614
+3,860
43
$272K 0.32%
622
-55
44
$270K 0.32%
552
45
$264K 0.31%
941
46
$263K 0.31%
1,880
-40
47
$254K 0.3%
3,840
+101
48
$235K 0.28%
6,248
49
$220K 0.26%
1,815
-318
50
$216K 0.26%
2,631
1
2
3