EWM

Echo Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.54M
2 +$8.34M
3 +$7.17M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.37M
5
AAPL icon
Apple
AAPL
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 7.94%
2 Technology 5.55%
3 Communication Services 1.15%
4 Consumer Staples 0.61%
5 Materials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.54M 12.48%
+102,775
2
$8.34M 10.91%
+155,345
3
$7.17M 9.37%
+159,877
4
$4.37M 5.71%
+92,474
5
$3.59M 4.69%
+27,027
6
$3.36M 4.39%
+60,690
7
$3.18M 4.16%
+15,401
8
$3.12M 4.08%
+13,257
9
$3.03M 3.96%
+15,553
10
$3.02M 3.96%
+71,753
11
$2.64M 3.45%
+99,140
12
$1.69M 2.21%
+8,298
13
$1.69M 2.21%
+10,380
14
$1.53M 2.01%
+48,896
15
$1.3M 1.71%
+6,702
16
$1.26M 1.65%
+5,413
17
$1.2M 1.57%
+8,765
18
$1.18M 1.55%
+20,858
19
$1.08M 1.42%
+31,408
20
$1.03M 1.35%
+22,903
21
$881K 1.15%
+8,432
22
$874K 1.14%
+19,887
23
$736K 0.96%
+5,031
24
$642K 0.84%
+19,829
25
$631K 0.83%
+2,310