EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+5.12%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$78.3M
AUM Growth
+$78.3M
(-1.3%)
Cap. Flow
-$4.61M
Cap. Flow
% of AUM
-5.89%
Top 10 Holdings %
Top 10 Hldgs %
60.02%
Holding
56
New
–
Increased
7
Reduced
34
Closed
5
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
FT Vest Fund of Buffer ETFs
BUFR
$7.27B
| $201K | 0.26% |
8,754
-20,423
| -70% | -$469K |
|
52
Baidu
BIDU
$32.8B
| – | – |
-1,171
| Closed | -$255K |
|
53
iShares S&P 500 Growth ETF
IVW
$62.3B
| – | – |
-3,260
| Closed | -$212K |
|
54
Microsoft
MSFT
$3.74T
| – | – |
-872
| Closed | -$206K |
|
|
IBDO
55
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
| – | – |
-8,201
| Closed | -$214K |
|
|
IBDM
56
DELISTED
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
| – | – |
-8,491
| Closed | -$211K |
|