Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$4.2M |
| 2 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
+$2.04M |
| 3 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
+$1.77M |
| 4 |
FT Vest US Equity Buffer ETF February
FFEB
|
+$1.12M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
+$877K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$2.05M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.91M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.36M |
| 4 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$1.08M |
| 5 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$1.03M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.85% |
| 2 | Technology | 4.46% |
| 3 | Communication Services | 1.35% |
| 4 | Consumer Staples | 0.61% |
| 5 | Materials | 0.56% |
Similar funds
Echo Wealth Management's Q1 2021 Portfolio in Review
As of Q1 2021, Echo Wealth Management held 63 positions worth $79.4M, up 3.9% from $76.5M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Echo Wealth Management's Q1 2021 filing shows 10 new, 8 increased, 28 reduced and 6 closed positions. Its largest new stake was First Trust Rising Dividend Achievers ETF: 98,587 shares worth $4.49M. The largest sale was WisdomTree Yield Enhanced US Aggregate Bond Fund, an estimated $2.05M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.9% of assets, down from 7.9% a quarter earlier, followed by Technology and Communication Services.
- Echo Wealth Management's largest Q1 2021 buy was First Trust Rising Dividend Achievers ETF: 98,587 shares worth $4.49M.
- Echo Wealth Management added most to Vanguard Small-Cap ETF in Q1 2021, an estimated $584K increase.
- Echo Wealth Management's biggest Q1 2021 reduction was WisdomTree Yield Enhanced US Aggregate Bond Fund, cutting an estimated $2.05M.
- Echo Wealth Management fully exited FT Vest US Equity Buffer ETF May in Q1 2021, selling an estimated $1.08M.
- Echo Wealth Management's ten largest holdings make up 58% of its $79.4M portfolio in Q1 2021.
- Echo Wealth Management opened 10 new positions and closed 6 in Q1 2021.
- Echo Wealth Management's portfolio value rose 3.9% quarter-over-quarter to $79.4M.
Based on Echo Wealth Management's 13F filing for Q1 2021, filed 7 Apr 2021.