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
$74.8M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$1.28M
3
+$669K
4
KGRN icon
KraneShares MSCI China Clean Technology Index ETF
KGRN
+$499K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$473K

Top Sells

1
+$5.24M
2
+$3.57M
3
+$650K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$515K
5
GIS icon
General Mills
GIS
+$504K

Sector Composition

1 Consumer Discretionary 5.59%
2 Technology 3.67%
3 Communication Services 0.78%
4 Materials 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,775
52
– –
-941
53
– –
-5,069
1 2
3