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
$133M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.8M
3
+$1.46M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$900K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$723K

Top Sells

1
+$362K
2
+$263K
3
+$198K
4
GIS icon
General Mills
GIS
+$192K
5
META icon
Meta Platforms (Facebook)
META
+$134K

Sector Composition

1 Technology 5.99%
2 Consumer Staples 3.15%
3 Consumer Discretionary 2.2%
4 Communication Services 0.53%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.97%
6,474
+44
27
$634K 0.48%
16,701
-492
28
$493K 0.37%
978
-265
29
$449K 0.34%
+2,222
30
$419K 0.32%
8,956
-29
31
$412K 0.31%
1,701
32
$398K 0.3%
4,001
+40
33
$350K 0.26%
3,640
34
$309K 0.23%
12,726
+457
35
$292K 0.22%
1,226
36
$290K 0.22%
6,002
+201
37
$281K 0.21%
1,608
-11
38
$280K 0.21%
7,771
-1,342
39
$279K 0.21%
9,647
+964
40
$257K 0.19%
+2,081
41
$248K 0.19%
3,174
+200
42
$237K 0.18%
6,271
-13
43
$224K 0.17%
76,659
+51,659
44
$209K 0.16%
+2,000
45
$205K 0.15%
+1,124
46
– –
-11,139
47
– –
-10,185
1
2