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
$87.6M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.25M
3
+$978K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$827K
5
PNR icon
Pentair
PNR
+$569K

Top Sells

1
+$1.8M
2
+$1.39M
3
+$854K
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$758K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$667K

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