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
$76.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.54M
2 +$8.34M
3 +$7.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.37M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.94%
2 Technology 5.55%
3 Communication Services 1.15%
4 Consumer Staples 0.61%
5 Materials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.27%
+3,260
52
$202K 0.26%
+2,428