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
$148M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$1.58M
3
+$1.08M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$910K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$893K

Top Sells

1
+$7.66M
2
+$2.72M
3
+$1.56M
4
TSLA icon
Tesla
TSLA
+$909K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K

Sector Composition

1 Technology 6.2%
2 Consumer Staples 1.56%
3 Consumer Discretionary 1.49%
4 Financials 0.81%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-36,385
52
– –
-2,000
53
– –
-6,000
1 2
3