EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+11.34%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$76.5M
AUM Growth
–
Cap. Flow
+$76.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.71%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$9.54M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$8.34M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$7.17M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.37M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Growth ETF
IVW
$63.1B
| $208K | 0.27% |
+3,260
| New | +$208K |
|
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $202K | 0.26% |
+2,428
| New | +$202K |
|