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
$87.6M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.25M
3
+$978K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$827K
5
PNR icon
Pentair
PNR
+$569K

Top Sells

1
+$1.8M
2
+$1.39M
3
+$854K
4
FFEB icon
FT Vest US Equity Buffer ETF February
FFEB
+$758K
5
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$667K

Sector Composition

1 Consumer Discretionary 6.73%
2 Technology 4.29%
3 Consumer Staples 1.57%
4 Communication Services 1.15%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 11.83%
199,409
+52,597
2
$7.68M 8.77%
89,202
+163
3
$5.91M 6.74%
26,837
+5,666
4
$5.54M 6.32%
99,551
-15,355
5
$4.58M 5.22%
90,472
-35,690
6
$4.5M 5.13%
18,345
+359
7
$4.46M 5.09%
87,862
-27,385
8
$3.76M 4.29%
21,828
+296
9
$3.63M 4.15%
52,430
-2,439
10
$3.4M 3.88%
9,630
-1,245
11
$3.01M 3.43%
72,240
-605
12
$2.42M 2.76%
69,580
+2,145
13
$2M 2.29%
64,868
+3,232
14
$1.88M 2.14%
39,094
+20,389
15
$1.83M 2.09%
91,928
-4,086
16
$1.82M 2.08%
11,280
+3,120
17
$1.64M 1.87%
6,617
-100
18
$1.58M 1.8%
50,931
-21,520
19
$1.5M 1.71%
6,369
+44
20
$1.38M 1.57%
19,992
+4,389
21
$1.22M 1.39%
21,569
+1,816
22
$1.12M 1.28%
6,608
-201
23
$827K 0.94%
+25,561
24
$773K 0.88%
14,115
+1,660
25
$763K 0.87%
13,670
+2,099
1
2 3