EWM

Echo Wealth Management Portfolio holdings

AUM $163M
This Quarter Return
-0.16%
1 Year Return
+9.75%
3 Year Return
+40.47%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
Cap. Flow
+$1.74M
Cap. Flow %
1.2%
Top 10 Hldgs %
68.61%
Holding
49
New
1
Increased
18
Reduced
19
Closed
1

Top Buys

1
AVDE icon
Avantis International Equity ETF
AVDE
$974K
2
GIS icon
General Mills
GIS
$732K
3
JPIE icon
JPMorgan Income ETF
JPIE
$261K
4
TSM icon
TSMC
TSM
$228K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$228K

Top Sells

1
TSLA icon
Tesla
TSLA
$466K
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$211K
3
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$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 Shares
Change % 		Capital Flow
JPIE icon
1
JPMorgan Income ETF
JPIE
$4.78B
$20.1M 13.87%
440,061
+5,719
+1% +$261K
AVDE icon
2
Avantis International Equity ETF
AVDE
$8.73B
$11.1M 7.66%
180,537
+15,863
+10% +$974K
AVUV icon
3
Avantis US Small Cap Value ETF
AVUV
$18.2B
$9.86M 6.81%
102,141
+1,037
+1% +$100K
AVLV icon
4
Avantis US Large Cap Value ETF
AVLV
$8.17B
$9.82M 6.78%
147,027
-762
-0.5% -$50.9K
RDVI icon
5
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.27B
$9.66M 6.68%
398,624
+441
+0.1% +$10.7K
COWZ icon
6
Pacer US Cash Cows 100 ETF
COWZ
$20B
$8.58M 5.93%
151,978
+1,275
+0.8% +$72K
AVUS icon
7
Avantis US Equity ETF
AVUS
$9.46B
$8.55M 5.91%
88,241
-495
-0.6% -$48K
BIV icon
8
Vanguard Intermediate-Term Bond ETF
BIV
$24.1B
$8.29M 5.73%
110,885
-1,331
-1% -$99.5K
AAPL icon
9
Apple
AAPL
$3.45T
$8M 5.53%
31,952
-201
-0.6% -$50.3K
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$12B
$5.35M 3.7%
90,953
+1,629
+2% +$95.8K
SPYG icon
11
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
$4.81M 3.32%
54,703
-1,569
-3% -$138K
HELO icon
12
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.42B
$3.46M 2.39%
55,839
+3,670
+7% +$228K
JGRO icon
13
JPMorgan Active Growth ETF
JGRO
$7.04B
$2.9M 2%
35,800
-347
-1% -$28.1K
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$171B
$2.89M 2%
60,439
-1,259
-2% -$60.2K
VCLT icon
15
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.7B
$2.72M 1.88%
36,385
-490
-1% -$36.6K
GIS icon
16
General Mills
GIS
$26.4B
$2.58M 1.78%
40,396
+11,474
+40% +$732K
DGRO icon
17
iShares Core Dividend Growth ETF
DGRO
$33.7B
$2.56M 1.77%
41,776
+10
+0% +$613
SPEM icon
18
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$2.41M 1.66%
62,680
+1,276
+2% +$49K
AMZN icon
19
Amazon
AMZN
$2.44T
$2.19M 1.51%
9,984
+31
+0.3% +$6.8K
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$526B
$1.79M 1.23%
6,164
– –
DNOV icon
21
FT Vest US Equity Deep Buffer ETF November
DNOV
$324M
$1.71M 1.18%
39,794
-1,145
-3% -$49.1K
TSLA icon
22
Tesla
TSLA
$1.08T
$1.64M 1.13%
4,058
-1,154
-22% -$466K
SPSB icon
23
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$1.59M 1.1%
53,137
+379
+0.7% +$11.3K
MSFT icon
24
Microsoft
MSFT
$3.77T
$1.4M 0.97%
3,329
-10
-0.3% -$4.22K
MGK icon
25
Vanguard Mega Cap Growth ETF
MGK
$28.9B
$1.34M 0.93%
3,905
– –
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