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
$107M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$3.57M
3
+$2.51M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.06M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.93M

Top Sells

1
+$7.01M
2
+$6.74M
3
+$2.87M
4
RYSE icon
Vest 10 Year Interest Rate Hedge ETF
RYSE
+$1.64M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$912K

Sector Composition

1 Consumer Discretionary 3.01%
2 Technology 2.04%
3 Consumer Staples 2.01%
4 Communication Services 0.46%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 12.48%
+294,574
2
$7.91M 7.39%
342,858
+154,550
3
$7.75M 7.24%
134,722
+33,287
4
$7.69M 7.17%
94,752
-2,578
5
$6.98M 6.51%
92,058
-92,451
6
$6.59M 6.15%
109,364
+41,600
7
$6.28M 5.86%
120,528
-5,800
8
$5.9M 5.51%
91,536
-104,506
9
$5.23M 4.88%
59,329
+5,653
10
$4.85M 4.53%
87,603
+2,445
11
$3.48M 3.25%
73,095
-2,983
12
$3M 2.8%
55,409
-13,448
13
$2.23M 2.08%
63,834
+674
14
$2.18M 2.04%
11,770
-835
15
$2.16M 2.01%
33,388
+20,861
16
$2.06M 1.92%
+25,997
17
$1.93M 1.8%
+36,426
18
$1.75M 1.63%
+28,823
19
$1.64M 1.53%
6,401
-241
20
$1.63M 1.53%
6,797
-264
21
$1.6M 1.49%
41,403
-74,226
22
$1.48M 1.38%
49,864
+13,312
23
$1.46M 1.36%
6,162
24
$1.37M 1.28%
9,162
-611
25
$1.32M 1.23%
22,683
-5,197
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