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
$93.9M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$4.94M
3
+$4.14M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$3.8M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.04M

Top Sells

1
+$3.99M
2
+$1.83M
3
+$1.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.57M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.23M

Sector Composition

1 Consumer Discretionary 2.72%
2 Technology 2.59%
3 Materials 0.34%
4 Communication Services 0.27%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 0.69%
4,105
-2,084
27
$548K 0.58%
27,389
+9,259
28
$515K 0.55%
11,040
-85,479
29
$497K 0.53%
2,316
-1,526
30
$477K 0.51%
4,076
-944
31
$457K 0.49%
1,628
-10
32
$452K 0.48%
14,280
-6,699
33
$363K 0.39%
11,479
+4,035
34
$340K 0.36%
3,640
35
$321K 0.34%
2,076
36
$253K 0.27%
+8,281
37
$253K 0.27%
8,362
-4,148
38
$251K 0.27%
1,829
-222
39
$236K 0.25%
2,178
40
$208K 0.22%
443
-79
41
$203K 0.22%
6,350
-1,432
42
$202K 0.22%
+8,553
43
– –
-46,205
44
– –
-5,609
45
– –
-8,248
46
– –
-40,981
47
– –
-2,736
48
– –
-10,929
49
– –
-6,749
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