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
$79.4M
AUM Growth
+$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.91M
3
+$1.76M
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$1.14M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$875K

Top Sells

1
+$2M
2
+$1.99M
3
+$1.33M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.08M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.03M

Sector Composition

1 Consumer Discretionary 6.86%
2 Technology 4.46%
3 Communication Services 1.35%
4 Consumer Staples 0.61%
5 Materials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.79M 9.81%
87,788
-14,987
2
$5.96M 7.5%
116,310
-39,035
3
$5.72M 7.21%
118,576
-41,301
4
$4.99M 6.28%
101,611
+9,137
5
$4.49M 5.65%
+98,587
6
$3.92M 4.94%
18,326
+2,773
7
$3.77M 4.75%
17,047
+1,646
8
$3.22M 4.05%
57,019
-3,671
9
$3.21M 4.04%
73,299
+1,546
10
$2.92M 3.68%
23,907
-3,120
11
$2.73M 3.44%
12,285
-972
12
$2.19M 2.76%
72,285
-26,855
13
$1.91M 2.41%
+55,640
14
$1.81M 2.28%
57,939
+9,043
15
$1.76M 2.21%
+86,864
16
$1.54M 1.95%
7,462
-836
17
$1.5M 1.89%
9,680
-700
18
$1.36M 1.72%
6,599
-103
19
$1.21M 1.52%
5,342
-71
20
$1.14M 1.44%
+33,176
21
$1.09M 1.37%
7,197
-1,568
22
$1.01M 1.27%
17,884
-2,974
23
$901K 1.13%
6,110
+1,079
24
$875K 1.1%
+18,278
25
$730K 0.92%
6,576
-1,856
1
2 3