Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$9.51M |
| 2 |
RYSE
Vest 10 Year Interest Rate Hedge ETF
RYSE
|
+$1.18M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.06M |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$433K |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$376K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$3.43M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$3.3M |
| 3 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$2.93M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$2.85M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.94M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 3.59% |
| 2 | Technology | 2.92% |
| 3 | Communication Services | 0.4% |
| 4 | Materials | 0.37% |
| 5 | Industrials | 0% |
Similar funds
Echo Wealth Management's Q1 2023 Portfolio in Review
As of Q1 2023, Echo Wealth Management held 45 positions worth $90.6M, down 3.5% from $93.9M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Echo Wealth Management withdrew a net $4.63M in Q1 2023, closing 5 positions and reducing 23 holdings. Its most notable exit was Vanguard Small-Cap ETF, an estimated $3.3M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 3.6% of assets, up from 2.7% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Echo Wealth Management opened a new position in Vest 10 Year Interest Rate Hedge ETF worth $1.13M.
- Echo Wealth Management's largest Q1 2023 buy was Vest 10 Year Interest Rate Hedge ETF: 43,877 shares worth $1.13M.
- Echo Wealth Management added most to Vanguard Intermediate-Term Bond ETF in Q1 2023, an estimated $9.51M increase.
- Echo Wealth Management's biggest Q1 2023 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $3.43M.
- Echo Wealth Management fully exited Vanguard Small-Cap ETF in Q1 2023, selling an estimated $3.3M.
- Echo Wealth Management's ten largest holdings make up 68% of its $90.6M portfolio in Q1 2023.
- Echo Wealth Management opened 3 new positions and closed 5 in Q1 2023.
- Echo Wealth Management's portfolio value fell 3.5% quarter-over-quarter to $90.6M.
Based on Echo Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.