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
$92.8M
AUM Growth
+$302K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$802K
3
+$645K
4
RYSE icon
Vest 10 Year Interest Rate Hedge ETF
RYSE
+$281K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$276K

Top Sells

1
+$3.26M
2
+$468K
3
+$282K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$248K
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$229K

Sector Composition

1 Consumer Discretionary 3.54%
2 Technology 2.32%
3 Consumer Staples 0.86%
4 Communication Services 0.47%
5 Materials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$478K 0.52%
3,151
-142
27
$474K 0.51%
13,986
-528
28
$433K 0.47%
1,443
-144
29
$417K 0.45%
10,706
-3,396
30
$375K 0.4%
1,802
-10
31
$322K 0.35%
3,640
32
$317K 0.34%
9,623
-1,409
33
$279K 0.3%
3,218
-496
34
$276K 0.3%
+11,258
35
$259K 0.28%
1,526
-70
36
$230K 0.25%
10,800
-685
37
$212K 0.23%
6,004
-588
38
$202K 0.22%
443
39
– –
-3,732
40
– –
-6,633
41
– –
-7,186
42
– –
-9,683
1
2