EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
This Quarter Return
-4.27%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$76M
AUM Growth
+$76M
(+1.7%)
Cap. Flow
+$5.23M
Cap. Flow
% of AUM
6.88%
Top 10 Holdings %
Top 10 Hldgs %
67.03%
Holding
55
New
8
Increased
11
Reduced
18
Closed
13
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$6.04M |
| 2 |
Avantis US Equity ETF
AVUS
|
$4.97M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.23M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.58M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.47M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
| – | – |
-8,784
| Closed | -$253K |
|
52
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
| – | – |
-11,378
| Closed | -$520K |
|
53
SPDR S&P 500 ETF Trust
SPY
$658B
| – | – |
-566
| Closed | -$220K |
|
54
UnitedHealth
UNH
$281B
| – | – |
-520
| Closed | -$267K |
|
55
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| – | – |
-4,193
| Closed | -$320K |
|