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
$92.8M
AUM Growth
+$302K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$802K
3
+$645K
4
RYSE icon
Vest 10 Year Interest Rate Hedge ETF
RYSE
+$281K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$276K

Top Sells

1
+$3.26M
2
+$468K
3
+$282K
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$248K
5
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$229K

Sector Composition

1 Consumer Discretionary 3.54%
2 Technology 2.32%
3 Consumer Staples 0.86%
4 Communication Services 0.47%
5 Materials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 14.37%
184,509
+38,088
2
$11.6M 12.52%
196,042
-3,670
3
$7.13M 7.68%
97,330
+1,562
4
$6.24M 6.73%
126,328
+2,920
5
$5.34M 5.76%
101,435
+5,035
6
$4.5M 4.84%
85,158
+5,178
7
$4.18M 4.51%
53,676
+1,811
8
$4.1M 4.42%
115,629
+1,273
9
$3.97M 4.27%
188,308
+12,936
10
$3.77M 4.06%
67,764
+11,590
11
$3.41M 3.67%
68,857
+3,595
12
$3.33M 3.58%
76,078
-1,406
13
$2.16M 2.32%
12,605
-900
14
$2.12M 2.28%
63,160
+2,965
15
$1.77M 1.9%
7,061
-1,128
16
$1.64M 1.77%
51,755
+8,866
17
$1.51M 1.62%
6,642
18
$1.46M 1.58%
27,880
-1,278
19
$1.31M 1.41%
6,162
20
$1.24M 1.34%
9,773
+942
21
$1.07M 1.15%
36,552
-1,527
22
$912K 0.98%
18,172
+1,512
23
$840K 0.9%
8,668
-195
24
$803K 0.86%
25,234
-102,566
25
$802K 0.86%
+12,527
1
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