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
$133M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.8M
3
+$1.46M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$900K
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$723K

Top Sells

1
+$362K
2
+$263K
3
+$198K
4
GIS icon
General Mills
GIS
+$192K
5
META icon
Meta Platforms (Facebook)
META
+$134K

Sector Composition

1 Technology 5.99%
2 Consumer Staples 3.15%
3 Consumer Discretionary 2.2%
4 Communication Services 0.53%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 12.19%
355,837
+39,487
2
$9.27M 6.99%
147,527
+11,502
3
$9.13M 6.88%
101,757
+10,027
4
$9.12M 6.87%
146,432
+23,370
5
$8.83M 6.65%
377,588
+26,245
6
$8.35M 6.29%
92,581
+4,182
7
$8.24M 6.21%
151,197
+11,271
8
$7.86M 5.93%
104,992
+8,295
9
$6.15M 4.63%
29,185
+11,550
10
$5.58M 4.2%
91,298
+3,880
11
$5.04M 3.8%
62,888
+3,244
12
$3.96M 2.99%
62,610
-3,035
13
$3.21M 2.42%
64,956
-4,003
14
$2.83M 2.13%
48,267
+11,389
15
$2.6M 1.96%
34,320
+2,917
16
$2.58M 1.94%
34,322
+2,844
17
$2.54M 1.91%
44,017
+2,429
18
$2.31M 1.74%
61,226
+618
19
$1.79M 1.35%
5,696
20
$1.69M 1.28%
40,896
-59
21
$1.65M 1.24%
6,164
+2
22
$1.64M 1.24%
8,492
-390
23
$1.54M 1.16%
3,449
+1,161
24
$1.53M 1.15%
51,365
+5,592
25
$1.52M 1.15%
22,969
-315
1
2