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
$85.1M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$868K
3
+$868K
4
VB icon
Vanguard Small-Cap ETF
VB
+$608K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$559K

Top Sells

1
+$1.32M
2
+$696K
3
+$376K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$251K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$131K

Sector Composition

1 Consumer Discretionary 6.28%
2 Technology 3.79%
3 Consumer Staples 0.85%
4 Communication Services 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656K 0.77%
12,164
+1,057
27
$551K 0.65%
1,628
28
$524K 0.62%
+10,444
29
$524K 0.62%
19,461
+1,210
30
$474K 0.56%
2,247
-39
31
$466K 0.55%
4,916
-349
32
$463K 0.54%
23,932
-67,996
33
$456K 0.54%
8,710
34
$430K 0.51%
5,623
-72
35
$424K 0.5%
8,188
36
$368K 0.43%
11,033
+272
37
$363K 0.43%
2,076
38
$347K 0.41%
3,640
39
$340K 0.4%
+7,595
40
$332K 0.39%
4,290
-159
41
$313K 0.37%
6,980
-1,853
42
$270K 0.32%
10,929
-243
43
$265K 0.31%
2,168
44
$264K 0.31%
552
45
$248K 0.29%
566
+16
46
$240K 0.28%
1,880
47
$229K 0.27%
5,069
+12
48
$222K 0.26%
941
49
$222K 0.26%
2,781
-1,643
50
$217K 0.26%
1,775
-3
1
2