EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$659K
3
+$520K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$408K
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$182K

Top Sells

1
+$2.84M
2
+$573K
3
+$266K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$246K
5
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$161K

Sector Composition

1 Technology 3.35%
2 Consumer Staples 1.31%
3 Consumer Discretionary 1.15%
4 Financials 0.46%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$715K 0.42%
8,860
-329
27
$706K 0.41%
2,045
-171
28
$560K 0.33%
12,376
-315
29
$551K 0.32%
5,334
+196
30
$510K 0.3%
138,705
+1,921
31
$505K 0.29%
6,467
-1,589
32
$474K 0.28%
645
-9
33
$462K 0.27%
1,686
34
$458K 0.27%
1,639
-446
35
$439K 0.26%
7,847
+195
36
$419K 0.24%
4,272
-2,842
37
$371K 0.22%
1,991
-138
38
$328K 0.19%
5,950
-3,006
39
$298K 0.17%
4,064
40
$290K 0.17%
1,423
41
$264K 0.15%
1,700
42
$249K 0.15%
4,163
-74
43
$244K 0.14%
5,995
-1,970
44
$240K 0.14%
5,158
45
$236K 0.14%
3,477
+225
46
– –
-6,051
1
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