EWM

Echo Wealth Management Portfolio holdings

AUM $163M
This Quarter Return
-15.13%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$74.8M
AUM Growth
+$74.8M
Cap. Flow
-$922K
Cap. Flow %
-1.23%
Top 10 Hldgs %
66.21%
Holding
53
New
3
Increased
18
Reduced
19
Closed
6

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$5.8M
2
DGRO icon
iShares Core Dividend Growth ETF
DGRO
$1.23M
3
AMZN icon
Amazon
AMZN
$1.15M
4
VB icon
Vanguard Small-Cap ETF
VB
$631K
5
KGRN icon
KraneShares MSCI China Clean Technology Index ETF
KGRN
$600K

Top Sells

1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$5.19M
2
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$3.5M
3
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$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 Shares
Change % 		Capital Flow
RDVY icon
1
First Trust Rising Dividend Achievers ETF
RDVY
$16.4B
$9.88M 13.22%
236,334
+10,178
+5% +$425K
SPYG icon
2
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$9.13M 12.21%
166,417
+105,860
+175% +$5.8M
DGRO icon
3
iShares Core Dividend Growth ETF
DGRO
$33.7B
$6.08M 8.14%
125,537
+25,387
+25% +$1.23M
VB icon
4
Vanguard Small-Cap ETF
VB
$66.4B
$6.06M 8.1%
33,245
+3,464
+12% +$631K
VO icon
5
Vanguard Mid-Cap ETF
VO
$87.5B
$4.31M 5.77%
21,217
+1,415
+7% +$288K
VEA icon
6
Vanguard FTSE Developed Markets ETF
VEA
$171B
$3.32M 4.45%
81,743
-11,128
-12% -$453K
SPEM icon
7
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$3.15M 4.22%
90,717
+12,259
+16% +$426K
AAPL icon
8
Apple
AAPL
$3.45T
$2.74M 3.67%
18,750
-799
-4% -$117K
FTSL icon
9
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$2.46M 3.3%
55,856
-1,592
-3% -$70.2K
TSLA icon
10
Tesla
TSLA
$1.08T
$2.35M 3.15%
3,206
+19
+0.6% +$13.9K
BIV icon
11
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$2.29M 3.06%
29,463
-66,795
-69% -$5.19M
PRF icon
12
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$2.29M 3.06%
15,192
+713
+5% +$107K
SPSB icon
13
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$2.12M 2.83%
71,287
+3,656
+5% +$109K
ANGL icon
14
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$1.59M 2.12%
57,835
+2,657
+5% +$72.9K
MGK icon
15
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$1.36M 1.81%
7,076
+468
+7% +$89.7K
VTI icon
16
Vanguard Total Stock Market ETF
VTI
$526B
$1.23M 1.65%
6,332
-37
-0.6% -$7.21K
AMZN icon
17
Amazon
AMZN
$2.44T
$1.21M 1.62%
10,424
+9,875
+1,799% +$1.15M
SPTM icon
18
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$1.03M 1.38%
21,539
+9,375
+77% +$449K
FEMB icon
19
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$228M
$961K 1.29%
36,860
-23,091
-39% -$602K
IWD icon
20
iShares Russell 1000 Value ETF
IWD
$63.5B
$951K 1.27%
6,436
-87
-1% -$12.9K
FFEB icon
21
FT Vest US Equity Buffer ETF February
FFEB
$1.09B
$834K 1.12%
23,836
+4,899
+26% +$171K
JPST icon
22
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$828K 1.11%
16,559
+6,115
+59% +$306K
BABA icon
23
Alibaba
BABA
$322B
$613K 0.82%
5,012
+96
+2% +$11.7K
KGRN icon
24
KraneShares MSCI China Clean Technology Index ETF
KGRN
$63M
$600K 0.8%
+14,094
New +$600K
FMHI icon
25
First Trust Municipal High Income ETF
FMHI
$746M
$550K 0.74%
11,422
-3,322
-23% -$160K
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