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
$78.3M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$354K
2
+$178K
3
+$122K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$69.1K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$67.5K

Top Sells

1
+$747K
2
+$539K
3
+$518K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$469K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$327K

Sector Composition

1 Consumer Discretionary 6.64%
2 Technology 4.69%
3 Communication Services 1.12%
4 Materials 0.56%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.26%
8,754
-20,423
52
– –
-1,171
53
– –
-3,260
54
– –
-872
55
– –
-8,201
56
– –
-8,491
1 2
3