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
$143M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.2M
3
+$887K
4
AFL icon
Aflac
AFL
+$781K
5
AAPL icon
Apple
AAPL
+$681K

Top Sells

1
+$2.43M
2
+$582K
3
+$554K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$376K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$368K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 2.17%
3 Consumer Staples 1.64%
4 Financials 0.82%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 13.95%
434,342
+78,505
2
$10.8M 7.57%
164,674
+18,242
3
$9.86M 6.89%
398,183
+20,595
4
$9.8M 6.85%
147,789
+262
5
$9.62M 6.73%
101,104
-653
6
$8.75M 6.12%
150,703
-494
7
$8.63M 6.03%
112,216
+7,224
8
$8.49M 5.94%
88,736
-3,845
9
$7.38M 5.16%
32,153
+2,968
10
$5.74M 4.01%
89,324
-1,974
11
$4.72M 3.3%
56,272
-6,616
12
$3.2M 2.23%
61,698
-3,258
13
$3.2M 2.23%
52,169
+3,902
14
$2.93M 2.05%
36,875
+2,555
15
$2.82M 1.97%
36,147
+1,825
16
$2.63M 1.84%
41,766
-2,251
17
$2.53M 1.77%
61,404
+178
18
$2.08M 1.46%
28,922
-33,688
19
$1.84M 1.29%
9,953
+1,461
20
$1.75M 1.23%
6,164
21
$1.74M 1.21%
40,939
+43
22
$1.58M 1.11%
52,758
+1,393
23
$1.39M 0.97%
3,339
-110
24
$1.27M 0.89%
3,905
-1,791
25
$1.26M 0.88%
5,212
-1,262
1
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