EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
-15.13%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$74.8M
AUM Growth
+$74.8M
(-12%)
Cap. Flow
-$922K
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
66.21%
Holding
53
New
3
Increased
18
Reduced
19
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.8M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.23M |
| 3 |
Amazon
AMZN
|
$1.15M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$631K |
| 5 |
KraneShares MSCI China Clean Technology Index ETF
KGRN
|
$600K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap Growth ETF
VBK
$20B
| – | – |
-941
| Closed | -$222K |
|
52
Vanguard Russell 2000 ETF
VTWO
$12.5B
| – | – |
-2,781
| Closed | -$222K |
|
53
Vanguard FTSE Emerging Markets ETF
VWO
$96B
| – | – |
-5,069
| Closed | -$229K |
|