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
$76M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$4.97M
3
+$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
+$5.98M
2
+$3.4M
3
+$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 Change
in Stake 		Capital Flow
1
$13M 17.05%
247,153
+80,736
2
$6.04M 7.94%
+132,198
3
$5.03M 6.62%
106,295
-19,242
4
$4.97M 6.54%
+74,405
5
$4.54M 5.98%
120,764
+39,021
6
$4.13M 5.43%
96,519
-139,815
7
$3.82M 5.03%
21,340
-11,905
8
$3.58M 4.7%
+36,779
9
$3.12M 4.1%
103,240
+12,523
10
$2.77M 3.64%
18,529
-221
11
$2.34M 3.08%
77,275
+1,315
12
$2.1M 2.76%
72,079
+792
13
$1.99M 2.61%
9,397
-221
14
$1.83M 2.4%
40,981
-14,875
15
$1.28M 1.69%
7,068
-8
16
$1.24M 1.63%
26,512
+4,973
17
$1.23M 1.61%
46,205
-11,630
18
$1.2M 1.57%
16,616
-12,847
19
$1.19M 1.57%
9,929
-495
20
$1.17M 1.54%
6,162
-170
21
$971K 1.28%
+13,316
22
$896K 1.18%
6,189
-247
23
$852K 1.12%
17,003
+444
24
$798K 1.05%
23,011
-825
25
$751K 0.99%
3,842
-17,375
1
2 3