EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
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
+$16.4M
2
+$1.59M
3
+$1.11M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$860K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$835K

Top Sells

1
+$7.78M
2
+$2.72M
3
+$1.5M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K
5
GIS icon
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 Change
in Stake 		Capital Flow
51
– –
-36,385
52
– –
-2,000
53
– –
-6,000
1 2
3