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
$84.4M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.24M
3 +$844K
4
VB icon
Vanguard Small-Cap ETF
VB
+$606K
5
GIS icon
General Mills
GIS
+$550K

Top Sells

1 +$320K
2 +$270K
3 +$259K
4
TSLA icon
Tesla
TSLA
+$224K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$177K

Sector Composition

1 Consumer Discretionary 6.07%
2 Technology 4.02%
3 Consumer Staples 1.14%
4 Communication Services 1.02%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-927