EWM
Echo Wealth Management Portfolio holdings
AUM
$163M
1-Year Return
9.75%
This Quarter Return
-1.67%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$3.32M
(+2.3%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
70.95%
Holding
53
New
5
Increased
21
Reduced
18
Closed
3
Top Buys
| 1 |
Avantis Core Fixed Income ETF
AVIG
|
+$16.4M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$1.59M |
| 3 |
UnitedHealth
UNH
|
+$1.11M |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$860K |
| 5 |
JPMorgan Active Growth ETF
JGRO
|
+$835K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$7.78M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$2.72M |
| 3 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$1.5M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$872K |
| 5 |
General Mills
GIS
|
+$721K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| – | – |
-36,385
| Closed | -$2.72M |
|
52
Welltower
WELL
$113B
| – | – |
-2,000
| Closed | -$252K |
|
53
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$192M
| – | – |
-6,000
| Closed | -$224K |
|