Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis Core Fixed Income ETF
AVIG
|
+$16.2M |
| 2 |
JPMorgan Income ETF
JPIE
|
+$1.58M |
| 3 |
UnitedHealth
UNH
|
+$1.08M |
| 4 |
JPMorgan Active Growth ETF
JGRO
|
+$910K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$893K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$7.66M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$2.72M |
| 3 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$1.56M |
| 4 |
Tesla
TSLA
|
+$909K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
51
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
| – | – |
-36,385
| Closed | -$2.72M |
|
52
Welltower
WELL
$177B
| – | – |
-2,000
| Closed | -$252K |
|
53
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$202M
| – | – |
-6,000
| Closed | -$224K |
|
Similar funds
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.