EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.59M
3
+$1.11M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$860K
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$835K

Top Sells

1
+$7.78M
2
+$2.72M
3
+$1.5M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K
5
GIS icon
General Mills
GIS
+$721K

Sector Composition

1 Technology 6.2%
2 Consumer Staples 1.56%
3 Consumer Discretionary 1.49%
4 Financials 0.81%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 14.77%
474,595
+34,534
2
$16.4M 11.08%
+396,260
3
$12.1M 8.18%
182,601
+2,064
4
$9.88M 6.67%
151,474
+4,447
5
$9.5M 6.42%
108,956
+6,815
6
$8.29M 5.6%
89,725
+1,484
7
$7.96M 5.38%
335,481
-63,143
8
$7.78M 5.26%
142,047
-9,931
9
$6.53M 4.41%
29,387
-2,565
10
$4.72M 3.19%
58,724
+4,021
11
$4.6M 3.11%
76,453
-14,500
12
$4.19M 2.83%
70,246
+14,407
13
$3.48M 2.35%
47,113
+11,313
14
$2.63M 1.78%
42,570
+794
15
$2.43M 1.64%
47,792
-12,647
16
$2.34M 1.58%
59,554
-3,126
17
$1.85M 1.25%
9,743
-241
18
$1.79M 1.21%
42,627
+2,833
19
$1.75M 1.18%
58,243
+5,106
20
$1.69M 1.14%
28,340
-12,056
21
$1.69M 1.14%
6,164
22
$1.29M 0.87%
3,434
+105
23
$1.24M 0.84%
49,537
+29,948
24
$1.11M 0.75%
+2,112
25
$1.1M 0.75%
3,574
-331
1
2 3