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
$74.8M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$1.23M
3
+$631K
4
KGRN icon
KraneShares MSCI China Clean Technology Index ETF
KGRN
+$600K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$449K

Top Sells

1
+$5.19M
2
+$3.5M
3
+$602K
4
GIS icon
General Mills
GIS
+$542K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$514K

Sector Composition

1 Consumer Discretionary 5.59%
2 Technology 3.67%
3 Communication Services 0.78%
4 Materials 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.88M 13.22%
236,334
+10,178
2
$9.13M 12.21%
166,417
+105,860
3
$6.08M 8.14%
125,537
+25,387
4
$6.06M 8.1%
33,245
+3,464
5
$4.31M 5.77%
21,217
+1,415
6
$3.32M 4.45%
81,743
-11,128
7
$3.15M 4.22%
90,717
+12,259
8
$2.74M 3.67%
18,750
-799
9
$2.46M 3.3%
55,856
-1,592
10
$2.35M 3.15%
9,618
+57
11
$2.29M 3.06%
29,463
-66,795
12
$2.29M 3.06%
75,960
+3,565
13
$2.12M 2.83%
71,287
+3,656
14
$1.59M 2.12%
57,835
+2,657
15
$1.36M 1.81%
7,076
+468
16
$1.23M 1.65%
6,332
-37
17
$1.21M 1.62%
10,424
-556
18
$1.03M 1.38%
21,539
+9,375
19
$961K 1.29%
36,860
-23,091
20
$951K 1.27%
6,436
-87
21
$834K 1.12%
23,836
+4,899
22
$828K 1.11%
16,559
+6,115
23
$613K 0.82%
5,012
+96
24
$600K 0.8%
+14,094
25
$550K 0.74%
11,422
-3,322
1
2 3