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
$74.8M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$1.23M
3
+$631K
4
KGRN icon
KraneShares MSCI China Clean Technology Index ETF
KGRN
+$600K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$449K

Top Sells

1
+$5.19M
2
+$3.5M
3
+$602K
4
GIS icon
General Mills
GIS
+$542K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$514K

Sector Composition

1 Consumer Discretionary 5.59%
2 Technology 3.67%
3 Communication Services 0.78%
4 Materials 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.7%
11,378
-2,743
27
$484K 0.65%
1,638
+10
28
$412K 0.55%
15,642
-3,819
29
$405K 0.54%
8,710
30
$361K 0.48%
19,318
-4,614
31
$358K 0.48%
2,077
-170
32
$343K 0.46%
6,704
-10,050
33
$330K 0.44%
2,076
34
$320K 0.43%
4,193
-97
35
$316K 0.42%
3,640
36
$309K 0.41%
5,507
-116
37
$299K 0.4%
6,693
-78,409
38
$267K 0.36%
+520
39
$253K 0.34%
8,784
-2,249
40
$237K 0.32%
2,178
+10
41
$235K 0.31%
10,929
42
$234K 0.31%
552
43
$234K 0.31%
5,632
-1,963
44
$224K 0.3%
+10,229
45
$224K 0.3%
2,972
-7,192
46
$223K 0.3%
1,880
47
$220K 0.29%
566
48
– –
-6,980
49
– –
-8,188
50
– –
-1,775
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