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EWM

Echo Wealth Management Portfolio holdings

AUM $196M
1-Year Est. Return 14.33%
This Fund
S&P 500
This Quarter Est. Return
+11.34%
1 Year Est. Return
+14.33%
3 Year Est. Return
+41.04%
5 Year Est. Return
+35.44%
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
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$72.5B
$208K 0.27%
+3,260
New +$198K
VCSH icon
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$202K 0.26%
+2,428
New +$201K
BABA icon
53
CALL
Alibaba
BABA
$269B
$9K 0.01%
+300
New +$83.3K
1 2
3

Similar funds

CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
LWA
Legacy Wealth Advisors Miami, Florida $196M AUM
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
PAM
Peninsula Asset Management Bradenton, Florida $196M AUM 10.62% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
MAMF
Mirabaud Asset Management (France) Paris, France $196M AUM
ACM
AUA Capital Management Camp Hill, Pennsylvania $196M AUM 18.71% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

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.