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
$145M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$732K
3
+$261K
4
TSM icon
TSMC
TSM
+$228K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$228K

Top Sells

1
+$466K
2
+$211K
3
+$138K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$99.5K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$60.2K

Sector Composition

1 Technology 7.37%
2 Consumer Discretionary 2.65%
3 Consumer Staples 2.14%
4 Financials 0.78%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 13.87%
440,061
+5,719
2
$11.1M 7.66%
180,537
+15,863
3
$9.86M 6.81%
102,141
+1,037
4
$9.82M 6.78%
147,027
-762
5
$9.66M 6.68%
398,624
+441
6
$8.58M 5.93%
151,978
+1,275
7
$8.55M 5.91%
88,241
-495
8
$8.29M 5.73%
110,885
-1,331
9
$8M 5.53%
31,952
-201
10
$5.35M 3.7%
90,953
+1,629
11
$4.81M 3.32%
54,703
-1,569
12
$3.46M 2.39%
55,839
+3,670
13
$2.9M 2%
35,800
-347
14
$2.89M 2%
60,439
-1,259
15
$2.72M 1.88%
36,385
-490
16
$2.58M 1.78%
40,396
+11,474
17
$2.56M 1.77%
41,776
+10
18
$2.41M 1.66%
62,680
+1,276
19
$2.19M 1.51%
9,984
+31
20
$1.79M 1.23%
6,164
21
$1.71M 1.18%
39,794
-1,145
22
$1.64M 1.13%
4,058
-1,154
23
$1.59M 1.1%
53,137
+379
24
$1.4M 0.97%
3,329
-10
25
$1.34M 0.93%
3,905
1
2