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EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
+11.34%
1 Year Est. Return
+12.5%
3 Year Est. Return
+38.53%
5 Year Est. Return
+32.61%
10 Year Est. Return
–
AUM
$76.5M
AUM Growth
–
Cap. Flow
+$73.1M
Cap. Flow %
95.59%
Top 10 Hldgs %
63.7%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$9.57M
2
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$8.33M
3
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$6.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.07M
5
AAPL icon
Apple
AAPL
+$3.25M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 7.94%
2 Technology 5.55%
3 Communication Services 1.15%
4 Consumer Staples 0.61%
5 Materials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$122B
$600K 0.78%
+13,055
New +$550K
SPAB icon
27
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.76B
$570K 0.75%
+18,526
New +$569K
SPDW icon
28
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$535K 0.7%
+15,843
New +$499K
QQQ icon
29
Invesco QQQ Trust
QQQ
$460B
$532K 0.7%
+1,696
New +$498K
GIS icon
30
General Mills
GIS
$19B
$464K 0.61%
+7,886
New +$477K
ECL icon
31
Ecolab
ECL
$74.1B
$456K 0.6%
+2,106
New +$440K
ZM icon
32
Zoom
ZM
$24.7B
$439K 0.57%
+1,302
New +$580K
FJUN icon
33
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$437K 0.57%
+12,820
New +$425K
NOBL icon
34
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$397K 0.52%
+9,940
New +$383K
MMM icon
35
3M
MMM
$87.5B
$382K 0.5%
+2,611
New +$371K
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$362K 0.47%
+7,223
New +$339K
VTWO icon
37
Vanguard Russell 2000 ETF
VTWO
$17.4B
$350K 0.46%
+4,424
New +$313K
DEUS icon
38
Xtrackers Russell US Multifactor ETF
DEUS
$296M
$342K 0.45%
+8,833
New +$323K
XSOE icon
39
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.07B
$327K 0.43%
+8,248
New +$303K
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$301K 0.39%
+805
New +$286K
VUG icon
41
Vanguard Growth ETF
VUG
$217B
$298K 0.39%
+7,056
New +$282K
SCHM icon
42
Schwab US Mid-Cap ETF
SCHM
$14.7B
$290K 0.38%
+12,756
New +$266K
VBK icon
43
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$252K 0.33%
+941
New +$228K
BIDU icon
44
Baidu
BIDU
$36.5B
$251K 0.33%
+1,161
New +$172K
DJUN icon
45
FT Vest US Equity Deep Buffer ETF June
DJUN
$343M
$246K 0.32%
+7,595
New +$243K
MDY icon
46
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$232K 0.3%
+552
New +$213K
SPSM icon
47
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$231K 0.3%
+6,457
New +$207K
VGK icon
48
Vanguard FTSE Europe ETF
VGK
$29.8B
$229K 0.3%
+3,809
New +$214K
MSFT icon
49
Microsoft
MSFT
$2.83T
$216K 0.28%
+972
New +$209K
IBDM
50
DELISTED
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
$212K 0.28%
+8,491
New +$212K
1
2
3

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IAAG
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Echo Wealth Management's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Echo Wealth Management, which disclosed 53 positions worth $76.5M. Its ten largest holdings account for 64% of the portfolio.

Its largest position is Vanguard Intermediate-Term Bond ETF: 102,775 shares worth $9.54M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 7.9% of assets, followed by Technology and Communication Services.

  • Echo Wealth Management's largest Q4 2020 buy was Vanguard Intermediate-Term Bond ETF: 102,775 shares worth $9.54M.
  • Echo Wealth Management's ten largest holdings make up 64% of its $76.5M portfolio in Q4 2020.
  • Echo Wealth Management disclosed 53 positions in Q4 2020, its first 13F filing on record.

Based on Echo Wealth Management's 13F filing for Q4 2020, filed 22 Feb 2021.