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
$84.4M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.24M
3
+$844K
4
VB icon
Vanguard Small-Cap ETF
VB
+$606K
5
GIS icon
General Mills
GIS
+$550K

Top Sells

1
+$320K
2
+$270K
3
+$259K
4
TSLA icon
Tesla
TSLA
+$224K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$177K

Sector Composition

1 Consumer Discretionary 6.07%
2 Technology 4.02%
3 Consumer Staples 1.14%
4 Communication Services 1.02%
5 Materials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.92M 9.38%
89,039
+9,489
2
$7.16M 8.48%
146,812
+40,878
3
$6.37M 7.55%
126,162
+24,610
4
$5.95M 7.05%
115,247
+8,794
5
$5.9M 6.99%
114,906
-5,039
6
$4.71M 5.58%
21,171
+2,727
7
$4.34M 5.15%
17,986
+1,370
8
$3.57M 4.23%
54,869
-4,925
9
$3.15M 3.73%
72,845
+7,052
10
$3.08M 3.65%
21,532
-723
11
$2.85M 3.37%
10,875
-855
12
$2.35M 2.78%
72,451
+14,857
13
$2.19M 2.6%
67,435
+2,920
14
$1.93M 2.29%
96,014
+15,437
15
$1.92M 2.28%
61,636
+6,528
16
$1.6M 1.9%
6,717
-745
17
$1.43M 1.7%
6,325
-274
18
$1.35M 1.6%
36,458
+6,901
19
$1.34M 1.59%
8,160
-540
20
$1.12M 1.33%
19,753
+2,253
21
$1.09M 1.3%
6,809
-70
22
$959K 1.14%
15,603
+8,945
23
$930K 1.1%
5,756
+632
24
$898K 1.06%
18,705
+706
25
$827K 0.98%
5,798
1
2 3