EWM

Echo Wealth Management Portfolio holdings

AUM $163M
This Quarter Return
-4.27%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$76M
AUM Growth
+$76M
Cap. Flow
+$5.23M
Cap. Flow %
6.88%
Top 10 Hldgs %
67.03%
Holding
55
New
8
Increased
11
Reduced
18
Closed
13

Top Buys

1
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
$6.04M
2
AVUS icon
Avantis US Equity ETF
AVUS
$4.97M
3
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$4.23M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
$3.58M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$1.47M

Top Sells

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
$5.98M
2
VO icon
Vanguard Mid-Cap ETF
VO
$3.4M
3
VB icon
Vanguard Small-Cap ETF
VB
$2.13M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$961K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$925K

Sector Composition

1 Consumer Discretionary 4.59%
2 Technology 3.64%
3 Materials 0.41%
4 Communication Services 0.35%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPYG icon
1
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$13M 17.05%
247,153
+80,736
+49% +$4.23M
COWZ icon
2
Pacer US Cash Cows 100 ETF
COWZ
$20B
$6.04M 7.94%
+132,198
New +$6.04M
DGRO icon
3
iShares Core Dividend Growth ETF
DGRO
$33.7B
$5.03M 6.62%
106,295
-19,242
-15% -$911K
AVUS icon
4
Avantis US Equity ETF
AVUS
$9.46B
$4.97M 6.54%
+74,405
New +$4.97M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$171B
$4.54M 5.98%
120,764
+39,021
+48% +$1.47M
RDVY icon
6
First Trust Rising Dividend Achievers ETF
RDVY
$16.4B
$4.13M 5.43%
96,519
-139,815
-59% -$5.98M
VB icon
7
Vanguard Small-Cap ETF
VB
$66.4B
$3.82M 5.03%
21,340
-11,905
-36% -$2.13M
STIP icon
8
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$3.58M 4.7%
+36,779
New +$3.58M
SPEM icon
9
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$3.12M 4.1%
103,240
+12,523
+14% +$378K
AAPL icon
10
Apple
AAPL
$3.45T
$2.77M 3.64%
18,529
-221
-1% -$33K
PRF icon
11
Invesco FTSE RAFI US 1000 ETF
PRF
$8.08B
$2.34M 3.08%
15,455
+263
+2% +$39.9K
SPSB icon
12
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$2.1M 2.76%
72,079
+792
+1% +$23K
TSLA icon
13
Tesla
TSLA
$1.08T
$1.99M 2.61%
9,397
+6,191
+193% +$1.31M
FTSL icon
14
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$1.83M 2.4%
40,981
-14,875
-27% -$663K
MGK icon
15
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$1.28M 1.69%
7,068
-8
-0.1% -$1.45K
SPTM icon
16
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$1.24M 1.63%
26,512
+4,973
+23% +$232K
ANGL icon
17
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$1.23M 1.61%
46,205
-11,630
-20% -$309K
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$1.2M 1.57%
16,616
-12,847
-44% -$925K
AMZN icon
19
Amazon
AMZN
$2.44T
$1.19M 1.57%
9,929
-495
-5% -$59.3K
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$526B
$1.17M 1.54%
6,162
-170
-3% -$32.2K
AVUV icon
21
Avantis US Small Cap Value ETF
AVUV
$18.2B
$971K 1.28%
+13,316
New +$971K
IWD icon
22
iShares Russell 1000 Value ETF
IWD
$63.5B
$896K 1.18%
6,189
-247
-4% -$35.8K
JPST icon
23
JPMorgan Ultra-Short Income ETF
JPST
$33.1B
$852K 1.12%
17,003
+444
+3% +$22.2K
FFEB icon
24
FT Vest US Equity Buffer ETF February
FFEB
$1.09B
$798K 1.05%
23,011
-825
-3% -$28.6K
VO icon
25
Vanguard Mid-Cap ETF
VO
$87.5B
$751K 0.99%
3,842
-17,375
-82% -$3.4M
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