EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.29M
3
+$976K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$841K
5
PNR icon
Pentair
PNR
+$603K

Top Sells

1
+$1.83M
2
+$1.42M
3
+$819K
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$746K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$683K

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 Change
in Stake 		Capital Flow
51
– –
-6,248
52
– –
-1,229
1 2
3