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
$145M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$732K
3
+$261K
4
TSM icon
TSMC
TSM
+$228K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$228K

Top Sells

1
+$466K
2
+$211K
3
+$138K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$99.5K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2K

Sector Composition

1 Technology 7.37%
2 Consumer Discretionary 2.65%
3 Consumer Staples 2.14%
4 Financials 0.78%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.88%
17,750
+122
27
$760K 0.53%
12,595
+1,200
28
$727K 0.5%
7,029
29
$602K 0.42%
14,923
-2
30
$522K 0.36%
75,295
-1,864
31
$500K 0.35%
19,589
+6,859
32
$468K 0.32%
799
-34
33
$446K 0.31%
8,956
34
$408K 0.28%
1,700
-171
35
$342K 0.24%
11,216
+3,316
36
$336K 0.23%
1,436
+250
37
$325K 0.22%
6,317
+192
38
$303K 0.21%
3,014
-11
39
$271K 0.19%
2,017
-405
40
$270K 0.19%
1,023
41
$266K 0.18%
1,435
42
$252K 0.17%
2,000
43
$249K 0.17%
2,310
-276
44
$236K 0.16%
6,077
45
$228K 0.16%
+1,155
46
$224K 0.15%
6,000
-1,319
47
$223K 0.15%
5,158
48
$219K 0.15%
1,700
49
– –
-2,000
1
2