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
$76M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.97M
3
+$4.23M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M

Top Sells

1
+$5.98M
2
+$3.4M
3
+$2.13M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$961K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$925K

Sector Composition

1 Consumer Discretionary 4.59%
2 Technology 3.64%
3 Materials 0.41%
4 Communication Services 0.35%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,784
52
– –
-11,378
53
– –
-566
54
– –
-520
55
– –
-4,193
1 2
3