Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$352K |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$166K |
| 3 |
First Trust Municipal High Income ETF
FMHI
|
+$119K |
| 4 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
+$68.9K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$68.7K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$736K |
| 2 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$518K |
| 3 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$511K |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$462K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$336K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 6.64% |
| 2 | Technology | 4.69% |
| 3 | Communication Services | 1.12% |
| 4 | Materials | 0.56% |
| 5 | Consumer Staples | 0.51% |
Similar funds
Echo Wealth Management's Q2 2021 Portfolio in Review
As of Q2 2021, Echo Wealth Management held 57 positions worth $78.3M, down 1.4% from $79.4M the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Echo Wealth Management withdrew a net $4.74M in Q2 2021, closing 5 positions and reducing 34 holdings. Its most notable exit was Baidu, an estimated $255K position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 6.6% of assets, down from 6.9% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Echo Wealth Management added an estimated $352K to First Trust Rising Dividend Achievers ETF.
- Echo Wealth Management added most to First Trust Rising Dividend Achievers ETF in Q2 2021, an estimated $352K increase.
- Echo Wealth Management's biggest Q2 2021 reduction was Vanguard Intermediate-Term Bond ETF, cutting an estimated $736K.
- Echo Wealth Management fully exited Baidu in Q2 2021, selling an estimated $255K.
- Echo Wealth Management's ten largest holdings make up 60% of its $78.3M portfolio in Q2 2021.
- Echo Wealth Management opened 0 new positions and closed 5 in Q2 2021.
- Echo Wealth Management's portfolio value fell 1.4% quarter-over-quarter to $78.3M.
Based on Echo Wealth Management's 13F filing for Q2 2021, filed 14 Jul 2021.