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

Top Sells

1 +$5.19M
2 +$3.5M
3 +$602K
4
GIS icon
General Mills
GIS
+$542K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$514K

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
-941
52
-2,781
53
-5,069