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
$92.5M
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$670K
2
+$229K
3
+$43K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$18.9K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$5.09K

Top Sells

1
+$522K
2
+$493K
3
+$424K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$296K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$236K

Sector Composition

1 Consumer Discretionary 4.22%
2 Technology 2.83%
3 Communication Services 0.53%
4 Materials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 13.39%
199,712
-2,703
2
$11M 11.92%
146,421
-5,635
3
$7.34M 7.93%
95,768
-3,867
4
$6.01M 6.49%
123,408
-3,331
5
$5.2M 5.62%
96,400
-4,370
6
$4.46M 4.82%
79,980
-4,024
7
$4.19M 4.53%
114,356
-4,329
8
$4.16M 4.49%
51,865
-1,467
9
$3.94M 4.25%
175,372
-7,795
10
$3.66M 3.95%
77,484
-4,887
11
$3.38M 3.66%
65,262
-1,554
12
$3.3M 3.57%
56,174
-1,499
13
$2.62M 2.83%
13,505
-2,541
14
$2.38M 2.57%
8,189
-736
15
$2.13M 2.3%
60,195
-2,213
16
$1.62M 1.75%
29,158
+776
17
$1.61M 1.74%
6,642
18
$1.39M 1.5%
6,162
19
$1.2M 1.3%
42,889
-988
20
$1.18M 1.27%
8,831
-749
21
$1.12M 1.21%
38,079
-2,071
22
$862K 0.93%
8,863
-2,063
23
$845K 0.91%
127,800
+101,275
24
$834K 0.9%
16,660
-3,349
25
$568K 0.61%
14,102
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