EWM

Echo Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 10.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.94M
3
+$846K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$732K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$705K

Top Sells

1
+$2.33M
2
+$1.11M
3
+$417K
4
UBER icon
Uber
UBER
+$379K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

1 Technology 4.87%
2 Consumer Staples 1.43%
3 Consumer Discretionary 1.23%
4 Financials 0.45%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 13.91%
489,979
+15,384
2
$21.5M 13.18%
516,788
+120,528
3
$16.6M 10.19%
224,619
+42,018
4
$10.7M 6.56%
117,448
+8,492
5
$10.7M 6.54%
156,424
+4,950
6
$9.44M 5.78%
93,623
+3,898
7
$8.27M 5.07%
334,806
-675
8
$7.76M 4.76%
140,875
-1,172
9
$5.78M 3.54%
60,625
+1,901
10
$5.33M 3.27%
77,747
+1,294
11
$5.27M 3.23%
84,270
+14,024
12
$4.9M 3%
23,897
-5,490
13
$4.33M 2.66%
50,365
+3,252
14
$2.73M 1.67%
42,637
+67
15
$2.63M 1.61%
61,590
+2,036
16
$2.19M 1.34%
49,004
+6,377
17
$2.01M 1.23%
9,173
-570
18
$1.94M 1.19%
64,165
+5,922
19
$1.81M 1.11%
5,964
-200
20
$1.63M 1%
31,447
+3,107
21
$1.56M 0.96%
3,146
-288
22
$1.45M 0.89%
54,585
+5,048
23
$1.31M 0.8%
3,574
24
$759K 0.47%
23,859
+11,428
25
$741K 0.45%
7,029
1
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