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
$121M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.26M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.01M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$992K

Top Sells

1
+$2.33M
2
+$802K
3
+$569K
4
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$274K
5
BABA icon
Alibaba
BABA
+$221K

Sector Composition

1 Consumer Staples 3.89%
2 Technology 3.31%
3 Consumer Discretionary 2.27%
4 Communication Services 0.5%
5 Materials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 11.95%
316,350
+21,776
2
$8.74M 7.25%
136,025
+1,303
3
$8.6M 7.13%
351,343
+8,485
4
$8.6M 7.13%
91,730
+32,401
5
$8.13M 6.74%
139,926
+19,398
6
$7.91M 6.56%
88,399
-6,353
7
$7.84M 6.51%
123,062
+13,698
8
$7.29M 6.05%
96,697
+4,639
9
$5.07M 4.2%
87,418
-185
10
$4.59M 3.81%
65,645
+32,257
11
$4.36M 3.62%
59,644
-31,892
12
$3.46M 2.87%
68,959
-4,136
13
$3.02M 2.51%
17,635
+5,865
14
$2.46M 2.04%
31,403
+5,406
15
$2.41M 2%
41,588
-13,821
16
$2.21M 1.83%
31,478
+2,655
17
$2.19M 1.82%
60,608
-3,226
18
$2.06M 1.71%
36,878
+452
19
$1.65M 1.37%
40,955
-448
20
$1.63M 1.35%
5,696
-705
21
$1.6M 1.33%
8,882
-280
22
$1.6M 1.33%
6,162
23
$1.49M 1.24%
23,284
+601
24
$1.36M 1.13%
45,773
-4,091
25
$1.13M 0.94%
6,430
-367
1
2