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
$79.4M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.91M
3
+$1.76M
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$1.14M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$875K

Top Sells

1
+$2M
2
+$1.99M
3
+$1.33M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.08M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.03M

Sector Composition

1 Consumer Discretionary 6.86%
2 Technology 4.46%
3 Communication Services 1.35%
4 Consumer Staples 0.61%
5 Materials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.28%
2,670
+242
52
$219K 0.28%
+2,120
53
$214K 0.27%
+8,201
54
$212K 0.27%
3,260
55
$211K 0.27%
8,491
56
$206K 0.26%
872
-100
57
– –
-19,829
58
– –
-7,595
59
– –
-12,820
60
– –
-31,408
61
– –
-6,457
62
– –
-22,903
1 2
3