EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
+6.34%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$87.6M
AUM Growth
+$87.6M
(+3.8%)
Cap. Flow
+$712K
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
61.43%
Holding
52
New
2
Increased
19
Reduced
19
Closed
4
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$2.73M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.25M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$978K |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$827K |
| 5 |
Pentair
PNR
|
$569K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 6.73% |
| 2 | Technology | 4.29% |
| 3 | Consumer Staples | 1.57% |
| 4 | Communication Services | 1.15% |
| 5 | Industrials | 1.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
FT Vest Fund of Buffer ETFs
BUFR
$7.27B
| – | – |
-12,614
| Closed | -$293K |
|
52
Vanguard FTSE Europe ETF
VGK
$26.4B
| – | – |
-3,840
| Closed | -$254K |
|