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
$90.6M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$1.13M
3
+$1M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$431K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$370K

Top Sells

1
+$3.44M
2
+$3.3M
3
+$2.99M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.89M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.03M

Sector Composition

1 Consumer Discretionary 3.59%
2 Technology 2.92%
3 Communication Services 0.4%
4 Materials 0.37%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$527K 0.58%
14,102
-4,375
27
$522K 0.58%
1,628
28
$458K 0.51%
2,171
-145
29
$453K 0.5%
13,958
-322
30
$436K 0.48%
9,713
-1,327
31
$407K 0.45%
3,982
-94
32
$367K 0.41%
11,768
+3,487
33
$362K 0.4%
1,710
-119
34
$337K 0.37%
2,036
-40
35
$332K 0.37%
3,640
36
$230K 0.25%
11,251
-16,138
37
$225K 0.25%
+4,206
38
$225K 0.25%
+6,592
39
$203K 0.22%
7,116
-1,246
40
$203K 0.22%
443
41
– –
-11,479
42
– –
-6,350
43
– –
-2,178
44
– –
-8,553
45
– –
-16,839
1
2