We are live on ! Find out more
EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
-1.67%
1 Year Est. Return
+12.5%
3 Year Est. Return
+38.53%
5 Year Est. Return
+32.61%
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$3.32M
Cap. Flow
+$6.74M
Cap. Flow %
4.55%
Top 10 Hldgs %
70.95%
Holding
53
New
5
Increased
21
Reduced
18
Closed
3

Top Buys

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$16.2M
2
JPIE icon
JPMorgan Income ETF
JPIE
+$1.58M
3
UNH icon
UnitedHealth
UNH
+$1.08M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$910K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$893K

Top Sells

Rank Stock Value
1
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.66M
2
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$2.72M
3
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.56M
4
TSLA icon
Tesla
TSLA
+$909K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K

Sector Composition

Rank Sector Weight
1 Technology 6.2%
2 Consumer Staples 1.56%
3 Consumer Discretionary 1.49%
4 Financials 0.81%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
26
Uber
UBER
$140B
$854K 0.58%
11,719
-876
-7% -$63.1K
AFL icon
27
Aflac
AFL
$63.3B
$782K 0.53%
7,029
– –
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$712K 0.48%
9,305
-101,580
-92% -$7.66M
SPTM icon
29
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.4B
$617K 0.42%
9,068
-8,682
-49% -$621K
PRF icon
30
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$602K 0.41%
14,901
-22
-0.1% -$908
META icon
31
Meta Platforms (Facebook)
META
$1.54T
$489K 0.33%
849
+50
+6% +$32.3K
FFEB icon
32
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$437K 0.3%
8,956
– –
ECL icon
33
Ecolab
ECL
$74.1B
$427K 0.29%
1,686
+250
+17% +$63K
JPM icon
34
JPMorgan Chase
JPM
$930B
$417K 0.28%
1,700
– –
STIP icon
35
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$381K 0.26%
3,682
+668
+22% +$68.1K
BUFR icon
36
FT Vest Fund of Buffer ETFs
BUFR
$10B
$369K 0.25%
12,431
+1,215
+11% +$37.1K
FJUN icon
37
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$360K 0.24%
7,216
+899
+14% +$46.4K
HNST icon
38
The Honest Company
HNST
$409M
$356K 0.24%
75,795
+500
+0.7% +$2.87K
TSLA icon
39
Tesla
TSLA
$1.2T
$345K 0.23%
1,331
-2,727
-67% -$909K
NVDA icon
40
NVIDIA
NVDA
$5.06T
$281K 0.19%
2,592
+575
+29% +$72.9K
IWD icon
41
iShares Russell 1000 Value ETF
IWD
$81.3B
$269K 0.18%
1,428
-7
-0.5% -$1.33K
VO icon
42
Vanguard Mid-Cap ETF
VO
$106B
$263K 0.18%
4,064
-28
-0.7% -$1.88K
MDLZ icon
43
Mondelez International
MDLZ
$77.1B
$251K 0.17%
+3,701
New +$228K
MMM icon
44
3M
MMM
$87.5B
$250K 0.17%
1,700
– –
DMAR icon
45
FT Vest US Equity Deep Buffer ETF March
DMAR
$449M
$241K 0.16%
+6,395
New +$246K
XSEP icon
46
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$234K 0.16%
6,051
-26
-0.4% -$1.02K
TSM icon
47
TSMC
TSM
$2.16T
$225K 0.15%
1,356
+201
+17% +$39.1K
JGLO icon
48
JPMorgan Global Select Equity ETF
JGLO
$6.76B
$217K 0.15%
+3,690
New +$225K
DJUN icon
49
FT Vest US Equity Deep Buffer ETF June
DJUN
$343M
$217K 0.15%
5,158
– –
ARKW icon
50
ARK Web x.0 ETF
ARKW
$1.66B
$215K 0.15%
2,269
-41
-2% -$4.52K
1
2
3

Similar funds

VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
GRA
Golden Road Advisors Tampa, Florida $174M AUM 19.14% 1-Year Est. Return
LCWM
Legacy Capital Wealth Management The Woodlands, Texas $174M AUM
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
GWAM
Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota $174M AUM 17.98% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
IAAG
Innovative Asset Advisors Group Shelton, Connecticut $173M AUM

Echo Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Echo Wealth Management held 53 positions worth $148M, up 2.3% from $145M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Echo Wealth Management deployed $6.74M of net new capital in Q1 2025, opening 5 new positions and adding to 21 existing holdings. Its largest new stake was Avantis Core Fixed Income ETF: 396,260 shares worth $16.4M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, down from 7.4% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Intermediate-Term Bond ETF, an estimated $7.66M trimmed.

  • Echo Wealth Management's largest Q1 2025 buy was Avantis Core Fixed Income ETF: 396,260 shares worth $16.4M.
  • Echo Wealth Management added most to JPMorgan Income ETF in Q1 2025, an estimated $1.58M increase.
  • Echo Wealth Management's biggest Q1 2025 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $7.66M.
  • Echo Wealth Management fully exited Vanguard Long-Term Corporate Bond ETF in Q1 2025, selling an estimated $2.72M.
  • Echo Wealth Management's ten largest holdings make up 71% of its $148M portfolio in Q1 2025.
  • Echo Wealth Management opened 5 new positions and closed 3 in Q1 2025.
  • Echo Wealth Management's portfolio value rose 2.3% quarter-over-quarter to $148M.

Based on Echo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.