ECM

ETrade Capital Management Portfolio holdings

AUM $5.37B
1-Year Est. Return 10.85%
This Quarter Est. Return
1 Year Est. Return
+10.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
836
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.1M
3
+$7.28M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.07M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.67M

Top Sells

1
+$4.08M
2
+$3.14M
3
+$2.6M
4
ABBV icon
AbbVie
ABBV
+$2.48M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.33M

Sector Composition

1 Technology 5.24%
2 Healthcare 4.66%
3 Financials 4.48%
4 Consumer Discretionary 2.99%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$504K 0.02%
18,234
+510
527
$503K 0.02%
14,025
+1,584
528
$501K 0.02%
12,150
+2,460
529
$492K 0.02%
106,909
+24,011
530
$491K 0.02%
6,738
+1,400
531
$489K 0.02%
9,627
+1,109
532
$488K 0.02%
4,702
-2,949
533
$488K 0.02%
5,432
+2,262
534
$483K 0.01%
14,168
+2,285
535
$481K 0.01%
21,355
-2,205
536
$477K 0.01%
1,854
+40
537
$475K 0.01%
10,344
+598
538
$474K 0.01%
7,268
+3,689
539
$472K 0.01%
6,807
+1,228
540
$465K 0.01%
16,192
+540
541
$464K 0.01%
6,567
+449
542
$460K 0.01%
6,583
+2,611
543
$460K 0.01%
38,767
+4,701
544
$454K 0.01%
3,406
+694
545
$454K 0.01%
10,247
-536
546
$452K 0.01%
16,444
+2,441
547
$449K 0.01%
6,138
+378
548
$446K 0.01%
+6,506
549
$446K 0.01%
7,135
+122
550
$445K 0.01%
+22,758
20 21
22
23 24