EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
-1.21%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$84.4M
AUM Growth
+$84.4M
(+7.7%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
7.34%
Top 10 Holdings %
Top 10 Hldgs %
61.78%
Holding
51
New
–
Increased
19
Reduced
21
Closed
1
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.99M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.24M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$844K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$606K |
| 5 |
General Mills
GIS
|
$550K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$320K |
| 2 |
Vanguard Growth ETF
VUG
|
$270K |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$259K |
| 4 |
Tesla
TSLA
|
$224K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Growth ETF
VUG
$183B
| – | – |
-927
| Closed | -$270K |
|