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
$87.6M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.25M
3
+$978K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$827K
5
PNR icon
Pentair
PNR
+$569K

Top Sells

1
+$1.8M
2
+$1.39M
3
+$854K
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$758K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$667K

Sector Composition

1 Consumer Discretionary 6.73%
2 Technology 4.29%
3 Consumer Staples 1.57%
4 Communication Services 1.15%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.86%
2,286
+480
27
$675K 0.77%
5,265
-491
28
$643K 0.73%
16,729
-19,729
29
$637K 0.73%
11,107
+733
30
$619K 0.71%
1,628
31
$608K 0.69%
5,695
-103
32
$569K 0.65%
+8,188
33
$533K 0.61%
18,251
+3,446
34
$483K 0.55%
8,710
-685
35
$469K 0.54%
2,076
36
$418K 0.48%
8,833
37
$388K 0.44%
10,761
+1,671
38
$384K 0.44%
4,424
39
$359K 0.41%
4,449
+1,818
40
$354K 0.4%
3,640
41
$322K 0.37%
2,168
-36
42
$292K 0.33%
11,172
-312
43
$280K 0.32%
552
44
$261K 0.3%
1,880
45
$256K 0.29%
550
-72
46
$250K 0.29%
5,057
-2,000
47
$248K 0.28%
941
48
$227K 0.26%
1,778
-37
49
– –
-12,614
50
– –
-3,840
1
2
3