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
$85.1M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$868K
3
+$868K
4
VB icon
Vanguard Small-Cap ETF
VB
+$608K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$559K

Top Sells

1
+$1.32M
2
+$696K
3
+$376K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$251K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$131K

Sector Composition

1 Consumer Discretionary 6.28%
2 Technology 3.79%
3 Consumer Staples 0.85%
4 Communication Services 0.84%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 12.73%
226,156
+26,747
2
$7.62M 8.96%
96,258
+7,056
3
$6.15M 7.23%
29,781
+2,944
4
$5.26M 6.18%
100,150
+599
5
$4.59M 5.4%
19,802
+1,457
6
$4.35M 5.11%
92,871
+2,399
7
$3.92M 4.6%
85,102
-2,760
8
$3.77M 4.43%
60,557
+8,127
9
$3.23M 3.79%
19,549
-2,279
10
$3.2M 3.76%
9,561
-69
11
$2.97M 3.5%
78,458
+6,218
12
$2.72M 3.19%
57,448
+18,354
13
$2.46M 2.89%
72,395
+2,815
14
$2.03M 2.39%
67,631
+2,763
15
$1.77M 2.09%
59,951
+9,020
16
$1.68M 1.97%
10,980
-300
17
$1.62M 1.9%
55,178
+29,617
18
$1.46M 1.71%
6,608
-9
19
$1.4M 1.65%
6,369
20
$1.08M 1.27%
6,523
-85
21
$875K 1.03%
16,754
-4,815
22
$737K 0.87%
14,744
+1,074
23
$727K 0.85%
14,121
+6
24
$720K 0.85%
10,164
-9,828
25
$710K 0.83%
18,937
+2,208
1
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