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
$78.3M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$354K
2
+$178K
3
+$122K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$69.1K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$67.5K

Top Sells

1
+$747K
2
+$539K
3
+$518K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$469K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$327K

Sector Composition

1 Consumer Discretionary 6.64%
2 Technology 4.69%
3 Communication Services 1.12%
4 Materials 0.56%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.22M 9.21%
79,550
-8,238
2
$6.06M 7.73%
119,945
+1,369
3
$5.59M 7.13%
106,453
-9,857
4
$5.18M 6.61%
101,552
-59
5
$5.1M 6.51%
105,934
+7,347
6
$4.06M 5.18%
18,444
+118
7
$3.92M 5%
16,616
-431
8
$3.84M 4.9%
59,794
+2,775
9
$3.19M 4.07%
22,255
-1,652
10
$2.87M 3.66%
65,793
-7,506
11
$2.55M 3.26%
11,730
-555
12
$2.08M 2.66%
64,515
-7,770
13
$1.99M 2.54%
57,594
+1,954
14
$1.76M 2.24%
7,462
15
$1.72M 2.2%
55,108
-2,831
16
$1.63M 2.09%
80,577
-6,287
17
$1.62M 2.07%
8,700
-980
18
$1.47M 1.88%
6,599
19
$1.08M 1.38%
6,879
-318
20
$1.08M 1.37%
29,557
-3,619
21
$1.02M 1.31%
5,124
-218
22
$1.01M 1.29%
17,500
-384
23
$864K 1.1%
17,999
-279
24
$863K 1.1%
5,798
-312
25
$714K 0.91%
12,594
+2,147
1
2 3