EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.59M
3
+$1.11M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$860K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$835K

Top Sells

1
+$7.78M
2
+$2.72M
3
+$1.5M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K
5
GIS icon
General Mills
GIS
+$721K

Sector Composition

1 Technology 6.2%
2 Consumer Staples 1.56%
3 Consumer Discretionary 1.49%
4 Financials 0.81%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$854K 0.58%
11,719
-876
27
$782K 0.53%
7,029
28
$712K 0.48%
9,305
-101,580
29
$617K 0.42%
9,068
-8,682
30
$602K 0.41%
14,901
-22
31
$489K 0.33%
849
+50
32
$437K 0.3%
8,956
33
$427K 0.29%
1,686
+250
34
$417K 0.28%
1,700
35
$381K 0.26%
3,682
+668
36
$369K 0.25%
12,431
+1,215
37
$360K 0.24%
7,216
+899
38
$356K 0.24%
75,795
+500
39
$345K 0.23%
1,331
-2,727
40
$281K 0.19%
2,592
+575
41
$269K 0.18%
1,428
-7
42
$263K 0.18%
1,016
-7
43
$251K 0.17%
+3,701
44
$250K 0.17%
1,700
45
$241K 0.16%
+6,395
46
$234K 0.16%
6,051
-26
47
$225K 0.15%
1,356
+201
48
$217K 0.15%
+3,690
49
$217K 0.15%
5,158
50
$215K 0.15%
2,269
-41
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