EWM

Echo Wealth Management Portfolio holdings

AUM $163M
This Quarter Return
+8.26%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
Cap. Flow
+$7.24M
Cap. Flow %
6.76%
Top 10 Hldgs %
67.72%
Holding
44
New
6
Increased
9
Reduced
22
Closed
4

Top Buys

1
JPIE icon
JPMorgan Income ETF
JPIE
$13.4M
2
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.57M
3
AVDE icon
Avantis International Equity ETF
AVDE
$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
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
$7.01M
2
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$6.74M
3
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
$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 Shares
Change % 		Capital Flow
JPIE icon
1
JPMorgan Income ETF
JPIE
$4.78B
$13.4M 12.48%
+294,574
New +$13.4M
RDVI icon
2
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.27B
$7.91M 7.39%
342,858
+154,550
+82% +$3.57M
AVLV icon
3
Avantis US Large Cap Value ETF
AVLV
$8.17B
$7.75M 7.24%
134,722
+33,287
+33% +$1.92M
AVUS icon
4
Avantis US Equity ETF
AVUS
$9.46B
$7.69M 7.17%
94,752
-2,578
-3% -$209K
BIV icon
5
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$6.98M 6.51%
92,058
-92,451
-50% -$7.01M
AVDE icon
6
Avantis International Equity ETF
AVDE
$8.73B
$6.59M 6.15%
109,364
+41,600
+61% +$2.51M
COWZ icon
7
Pacer US Cash Cows 100 ETF
COWZ
$20B
$6.28M 5.86%
120,528
-5,800
-5% -$302K
SPYG icon
8
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$5.9M 5.51%
91,536
-104,506
-53% -$6.74M
AVUV icon
9
Avantis US Small Cap Value ETF
AVUV
$18.2B
$5.23M 4.88%
59,329
+5,653
+11% +$498K
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$12B
$4.85M 4.53%
87,603
+2,445
+3% +$135K
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$171B
$3.48M 3.25%
73,095
-2,983
-4% -$142K
DGRO icon
12
iShares Core Dividend Growth ETF
DGRO
$33.7B
$3M 2.8%
55,409
-13,448
-20% -$727K
SPEM icon
13
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$2.23M 2.08%
63,834
+674
+1% +$23.6K
AAPL icon
14
Apple
AAPL
$3.45T
$2.18M 2.04%
11,770
-835
-7% -$155K
GIS icon
15
General Mills
GIS
$26.4B
$2.16M 2.01%
33,388
+20,861
+167% +$1.35M
VCLT icon
16
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.7B
$2.06M 1.92%
+25,997
New +$2.06M
HELO icon
17
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.42B
$1.93M 1.8%
+36,426
New +$1.93M
JGRO icon
18
JPMorgan Active Growth ETF
JGRO
$7.04B
$1.75M 1.63%
+28,823
New +$1.75M
MGK icon
19
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$1.64M 1.53%
6,401
-241
-4% -$61.9K
TSLA icon
20
Tesla
TSLA
$1.08T
$1.63M 1.53%
6,797
-264
-4% -$63.5K
DNOV icon
21
FT Vest US Equity Deep Buffer ETF November
DNOV
$324M
$1.6M 1.49%
41,403
-74,226
-64% -$2.87M
SPSB icon
22
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$1.48M 1.38%
49,864
+13,312
+36% +$396K
VTI icon
23
Vanguard Total Stock Market ETF
VTI
$526B
$1.46M 1.36%
6,162
– –
AMZN icon
24
Amazon
AMZN
$2.44T
$1.37M 1.28%
9,162
-611
-6% -$91.1K
SPTM icon
25
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$1.32M 1.23%
22,683
-5,197
-19% -$303K
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