EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+5.82%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+7.8%)
Cap. Flow
+$3.4M
Cap. Flow
% of AUM
2.38%
Top 10 Holdings %
Top 10 Hldgs %
69.24%
Holding
49
New
4
Increased
17
Reduced
24
Closed
1
Top Buys
| 1 |
JPMorgan Income ETF
JPIE
|
$3.61M |
| 2 |
Avantis International Equity ETF
AVDE
|
$1.2M |
| 3 |
Uber
UBER
|
$887K |
| 4 |
Aflac
AFL
|
$781K |
| 5 |
Apple
AAPL
|
$681K |
Top Sells
| 1 |
General Mills
GIS
|
$2.43M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$582K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$554K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$376K |
| 5 |
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% |
