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
701
$246K 0.01%
+6,062
702
$246K 0.01%
11,172
+652
703
$245K 0.01%
3,705
+67
704
$245K 0.01%
+3,173
705
$244K 0.01%
+2,382
706
$243K 0.01%
+3,663
707
$241K 0.01%
+3,294
708
$241K 0.01%
4,400
+419
709
$240K 0.01%
+9,304
710
$240K 0.01%
5,639
+824
711
$240K 0.01%
16,615
+864
712
$237K 0.01%
+6,930
713
$237K 0.01%
+3,625
714
$237K 0.01%
+10,026
715
$236K 0.01%
+2,459
716
$235K 0.01%
3,442
-1,628
717
$235K 0.01%
3,575
-95
718
$235K 0.01%
8,023
-143
719
$234K 0.01%
1,423
+89
720
$234K 0.01%
4,459
+201
721
$233K 0.01%
+3,563
722
$233K 0.01%
+4,644
723
$232K 0.01%
+3,755
724
$231K 0.01%
4,493
-5,573
725
$229K 0.01%
2,731
-13,002
27 28
29
30 31