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
$107M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.57M
3
+$2.51M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.06M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.93M

Top Sells

1
+$7.01M
2
+$6.74M
3
+$2.87M
4
RYSE icon
Vest 10 Year Interest Rate Hedge ETF
RYSE
+$1.64M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$912K

Sector Composition

1 Consumer Discretionary 3.01%
2 Technology 2.04%
3 Consumer Staples 2.01%
4 Communication Services 0.46%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$727K 0.68%
20,588
-4,646
27
$498K 0.46%
1,388
-55
28
$491K 0.46%
13,689
-297
29
$454K 0.42%
10,660
-46
30
$411K 0.38%
1,780
-22
31
$346K 0.32%
3,640
32
$332K 0.31%
2,000
-1,151
33
$329K 0.31%
9,623
34
$318K 0.3%
3,231
-5,437
35
$269K 0.25%
11,842
+1,042
36
$240K 0.22%
1,226
-300
37
$234K 0.22%
8,798
-2,460
38
$226K 0.21%
+3,066
39
$221K 0.21%
3,037
-181
40
$203K 0.19%
+3,928
41
– –
-6,004
42
– –
-18,172
43
– –
-443
44
– –
-51,755
1
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