We are live on ! Find out more
ECM

Exchange Capital Management Portfolio holdings

AUM $670M
1-Year Est. Return 14.6%
This Fund
S&P 500
This Quarter Est. Return
+9.03%
1 Year Est. Return
+14.6%
3 Year Est. Return
+57.79%
5 Year Est. Return
+93.67%
10 Year Est. Return
+232.74%
AUM
$670M
AUM Growth
+$53.3M
Cap. Flow
+$5.29M
Cap. Flow %
0.79%
Top 10 Hldgs %
27.63%
Holding
212
New
5
Increased
75
Reduced
107
Closed
6

Top Buys

1
BBBS icon
BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
+$2.33M
2
MYCJ
State Street My2030 Corporate Bond ETF
MYCJ
+$2.16M
3
MYCF
State Street My2026 Corporate Bond ETF
MYCF
+$1.98M
4
MYCG
State Street My2027 Corporate Bond ETF
MYCG
+$1.86M
5
MYCI
State Street My2029 Corporate Bond ETF
MYCI
+$1.56M

Top Sells

1
GWRE icon
Guidewire Software
GWRE
+$2.93M
2
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.24M
3
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$2M
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$1.24M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$968K

Sector Composition

1 Technology 15.58%
2 Financials 8.38%
3 Healthcare 5.77%
4 Consumer Discretionary 5.75%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBMO icon
176
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$582M
$382K 0.06%
14,899
-500
-3% -$12.8K
IBMQ icon
177
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$654M
$368K 0.05%
14,484
-1,035
-7% -$26.1K
VZ icon
178
Verizon
VZ
$183B
$362K 0.05%
8,375
+184
+2% +$7.97K
IBMP icon
179
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$644M
$354K 0.05%
13,951
-1,035
-7% -$26.1K
XLV icon
180
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$345K 0.05%
2,559
-1
-0% -$135
VOO icon
181
Vanguard S&P 500 ETF
VOO
$984B
$342K 0.05%
602
-10
-2% -$5.26K
GEV icon
182
GE Vernova
GEV
$278B
$335K 0.05%
+633
New +$264K
XLB icon
183
State Street Materials Select Sector SPDR ETF
XLB
$8.4B
$327K 0.05%
7,452
– –
IBTK icon
184
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$909M
$322K 0.05%
16,239
+359
+2% +$7.05K
ABBV icon
185
AbbVie
ABBV
$449B
$319K 0.05%
1,716
+26
+2% +$4.83K
PRF icon
186
Invesco FTSE RAFI US 1000 ETF
PRF
$9.81B
$316K 0.05%
7,485
-1,095
-13% -$43.7K
KBE icon
187
State Street SPDR S&P Bank ETF
KBE
$1.59B
$306K 0.05%
5,495
-1,229
-18% -$64K
SYK icon
188
Stryker
SYK
$127B
$298K 0.04%
754
+14
+2% +$5.24K
PWB icon
189
Invesco Large Cap Growth ETF
PWB
$2.25B
$297K 0.04%
2,532
– –
SO icon
190
Southern Company
SO
$108B
$287K 0.04%
3,120
+251
+9% +$22.5K
IWF icon
191
iShares Russell 1000 Growth ETF
IWF
$125B
$277K 0.04%
2,612
+172
+7% +$16.4K
VEA icon
192
Vanguard FTSE Developed Markets ETF
VEA
$227B
$270K 0.04%
4,729
-904
-16% -$48.4K
JCI icon
193
Johnson Controls International
JCI
$86.2B
$265K 0.04%
2,507
– –
UNH icon
194
UnitedHealth
UNH
$384B
$261K 0.04%
838
+15
+2% +$5.73K
SCHO icon
195
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$260K 0.04%
10,651
-176
-2% -$4.28K
IWR icon
196
iShares Russell Mid-Cap ETF
IWR
$57B
$257K 0.04%
2,794
– –
NVDA icon
197
NVIDIA
NVDA
$5.02T
$251K 0.04%
+1,586
New +$200K
IBTI icon
198
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$250K 0.04%
+11,179
New +$248K
PANW icon
199
Palo Alto Networks
PANW
$289B
$249K 0.04%
+1,217
New +$226K
ACWI icon
200
iShares MSCI ACWI ETF
ACWI
$33.1B
$240K 0.04%
+1,865
New +$224K
5 6 7
8
9

Similar funds

BC
Belmont Capital Los Angeles, California $657M AUM 33.14% 1-Year Est. Return
CCP
Camelot Capital Partners Laguna Beach, California $686M AUM 163.55% 1-Year Est. Return
TSWM
Tyler-Stone Wealth Management Beachwood, Ohio $621M AUM 25.44% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM