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
$121M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$992K

Top Sells

1
+$2.33M
2
+$802K
3
+$569K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$274K
5
BABA icon
Alibaba
BABA
+$221K

Sector Composition

1 Consumer Staples 3.89%
2 Technology 3.31%
3 Consumer Discretionary 2.27%
4 Communication Services 0.5%
5 Materials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$963K 0.8%
+2,288
27
$661K 0.55%
17,193
-3,395
28
$604K 0.5%
1,243
-145
29
$425K 0.35%
1,701
-79
30
$407K 0.34%
8,985
-1,675
31
$394K 0.33%
3,961
+730
32
$369K 0.31%
3,640
33
$362K 0.3%
+11,139
34
$321K 0.27%
9,113
-510
35
$290K 0.24%
1,619
-381
36
$289K 0.24%
12,269
+427
37
$283K 0.23%
1,226
38
$273K 0.23%
+5,801
39
$263K 0.22%
+10,185
40
$248K 0.21%
2,974
-92
41
$243K 0.2%
8,683
-115
42
$233K 0.19%
6,284
-7,405
43
$101K 0.08%
+25,000
44
– –
-3,037
45
– –
-3,928
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