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
$90.6M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$1.13M
3
+$1M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$431K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$370K

Top Sells

1
+$3.44M
2
+$3.3M
3
+$2.99M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.89M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.03M

Sector Composition

1 Consumer Discretionary 3.59%
2 Technology 2.92%
3 Communication Services 0.4%
4 Materials 0.37%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 12.89%
152,056
+125,559
2
$11.2M 12.37%
202,415
-36,679
3
$7.06M 7.8%
99,635
+822
4
$5.95M 6.57%
126,739
+928
5
$5.15M 5.69%
100,770
+7,236
6
$4.44M 4.91%
84,004
+8,154
7
$4.07M 4.49%
118,685
-87,365
8
$3.95M 4.36%
53,332
+13,544
9
$3.93M 4.34%
183,167
+14,932
10
$3.72M 4.11%
82,371
-11,286
11
$3.34M 3.69%
66,816
-4,433
12
$3.29M 3.63%
57,673
+4,148
13
$2.65M 2.92%
16,046
-2,002
14
$2.13M 2.35%
62,408
-11,807
15
$1.85M 2.04%
8,925
-327
16
$1.43M 1.58%
28,382
-773
17
$1.36M 1.5%
6,642
-296
18
$1.26M 1.39%
6,162
19
$1.19M 1.31%
40,150
-116,218
20
$1.13M 1.25%
+43,877
21
$1.08M 1.2%
10,926
-29,109
22
$1.01M 1.11%
20,009
-11,462
23
$990K 1.09%
9,580
24
$832K 0.92%
26,525
-2,095
25
$578K 0.64%
3,794
-311
1
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