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
$76M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.97M
3
+$4.23M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M

Top Sells

1
+$5.98M
2
+$3.4M
3
+$2.13M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$961K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$925K

Sector Composition

1 Consumer Discretionary 4.59%
2 Technology 3.64%
3 Materials 0.41%
4 Communication Services 0.35%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$631K 0.83%
+20,979
27
$466K 0.61%
1,638
28
$366K 0.48%
8,248
-3,174
29
$354K 0.47%
+18,130
30
$317K 0.42%
5,020
+8
31
$317K 0.42%
12,510
-1,584
32
$309K 0.41%
3,640
33
$308K 0.41%
2,076
34
$278K 0.37%
6,749
+1,117
35
$267K 0.35%
5,609
+102
36
$266K 0.35%
2,051
-26
37
$241K 0.32%
+7,782
38
$236K 0.31%
10,929
39
$226K 0.3%
+7,444
40
$222K 0.29%
522
-30
41
$216K 0.28%
2,178
42
$212K 0.28%
2,736
-236
43
– –
-6,693
44
– –
-10,229
45
– –
-36,860
46
– –
-6,704
47
– –
-1,880
48
– –
-8,710
49
– –
-19,318
50
– –
-15,642
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