EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.94M
3
+$846K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$732K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$705K

Top Sells

1
+$2.33M
2
+$1.11M
3
+$417K
4
UBER icon
Uber
UBER
+$379K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

1 Technology 4.87%
2 Consumer Staples 1.43%
3 Consumer Discretionary 1.23%
4 Financials 0.45%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$696K 0.43%
136,784
+60,989
27
$691K 0.42%
2,216
+104
28
$688K 0.42%
9,189
+121
29
$664K 0.41%
7,114
-4,605
30
$623K 0.38%
8,056
-1,249
31
$536K 0.33%
12,691
-2,210
32
$529K 0.32%
5,138
+1,456
33
$483K 0.3%
654
-195
34
$472K 0.29%
2,085
+729
35
$469K 0.29%
8,956
36
$454K 0.28%
1,686
37
$411K 0.25%
7,652
+436
38
$336K 0.21%
2,129
-463
39
$315K 0.19%
7,965
+1,570
40
$284K 0.17%
1,016
41
$276K 0.17%
1,423
-5
42
$259K 0.16%
1,700
43
$246K 0.15%
6,051
44
$242K 0.15%
4,237
-43,555
45
$232K 0.14%
5,158
46
$209K 0.13%
3,252
-438
47
– –
-2,269
48
– –
-1,700
49
– –
-3,701
50
– –
-1,331
1
2