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
$143M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.2M
3
+$887K
4
AFL icon
Aflac
AFL
+$781K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$2.43M
2
+$582K
3
+$554K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$376K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$368K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 2.17%
3 Consumer Staples 1.64%
4 Financials 0.82%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.87%
17,628
-5,341
27
$887K 0.62%
+11,395
28
$781K 0.55%
+7,029
29
$606K 0.42%
14,925
-1,776
30
$492K 0.34%
833
-145
31
$436K 0.3%
8,956
32
$399K 0.28%
1,871
-351
33
$321K 0.22%
2,422
+341
34
$320K 0.22%
12,730
+4
35
$310K 0.22%
6,125
+123
36
$305K 0.21%
3,025
-976
37
$303K 0.21%
1,186
-40
38
$272K 0.19%
1,435
-173
39
$270K 0.19%
1,023
-678
40
$269K 0.19%
7,319
-452
41
$259K 0.18%
77,159
+500
42
$249K 0.17%
2,000
43
$237K 0.17%
7,900
-1,747
44
$233K 0.16%
6,077
-194
45
$230K 0.16%
+1,700
46
$221K 0.15%
2,586
-588
47
$220K 0.15%
+5,158
48
$211K 0.15%
2,000
-1,640
49
– –
-1,124
1
2