EWM
Echo Wealth Management Portfolio holdings
AUM $163M
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%)
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 | $16.4M | |
| 2 | $1.59M | |
| 3 | $1.11M | |
| 4 | $860K | |
| 5 | $835K |
Top Sells
| 1 | $7.78M | |
| 2 | $2.72M | |
| 3 | $1.5M | |
| 4 | $872K | |
| 5 | $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 | |
|---|---|---|---|---|---|---|---|
| – | – | -36,385 | Closed | -$2.72M | |||
| – | – | -2,000 | Closed | -$252K | |||
| – | – | -6,000 | Closed | -$224K |
