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
$92.5M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$229K
3
+$43K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$18.9K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$5.09K

Top Sells

1
+$522K
2
+$493K
3
+$424K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$296K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$236K

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 2.83%
3 Communication Services 0.53%
4 Materials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$524K 0.57%
3,293
-501
27
$494K 0.53%
14,514
+556
28
$493K 0.53%
1,587
-123
29
$468K 0.51%
9,683
-30
30
$410K 0.44%
1,812
-359
31
$362K 0.39%
11,032
-736
32
$347K 0.37%
3,714
-268
33
$345K 0.37%
3,640
34
$299K 0.32%
1,596
-440
35
$250K 0.27%
11,485
+234
36
$248K 0.27%
3,732
-474
37
$240K 0.26%
6,592
38
$229K 0.25%
+6,633
39
$218K 0.24%
443
40
$201K 0.22%
7,186
+70
41
– –
-1,628
1
2