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
$93.9M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$4.94M
3
+$4.14M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$3.8M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.04M

Top Sells

1
+$3.99M
2
+$1.83M
3
+$1.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.57M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.23M

Sector Composition

1 Consumer Discretionary 2.72%
2 Technology 2.59%
3 Materials 0.34%
4 Communication Services 0.27%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 13.27%
239,094
-8,059
2
$7.05M 7.51%
98,813
+24,408
3
$6.89M 7.34%
+206,050
4
$6.15M 6.56%
125,811
-6,387
5
$4.94M 5.27%
+93,534
6
$4.62M 4.93%
156,368
+84,289
7
$4.22M 4.49%
93,657
-27,107
8
$4.14M 4.41%
+75,850
9
$3.9M 4.16%
40,035
+3,256
10
$3.8M 4.05%
+168,235
11
$3.66M 3.9%
71,249
-35,046
12
$3.3M 3.52%
16,839
-4,501
13
$3.17M 3.37%
39,788
+26,472
14
$3.04M 3.24%
+53,525
15
$2.64M 2.81%
74,215
-29,025
16
$2.43M 2.59%
18,048
-481
17
$2.03M 2.16%
26,497
+9,881
18
$1.58M 1.68%
31,471
+14,468
19
$1.44M 1.53%
29,155
+2,643
20
$1.26M 1.34%
6,938
-130
21
$1.23M 1.31%
6,162
22
$1.13M 1.21%
9,252
-145
23
$940K 1%
9,580
-349
24
$926K 0.99%
28,620
-48,655
25
$674K 0.72%
18,477
-4,534
1
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