Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$5.94M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$5.11M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$4.54M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$3.68M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$6.01M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
+$3.63M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$2.25M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$994K |
| 5 |
First Trust Emerging Markets Local Currency Bond ETF
FEMB
|
+$961K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 4.59% |
| 2 | Technology | 3.64% |
| 3 | Materials | 0.41% |
| 4 | Communication Services | 0.35% |
| 5 | Industrials | 0.28% |
Similar funds
Echo Wealth Management's Q3 2022 Portfolio in Review
As of Q3 2022, Echo Wealth Management held 55 positions worth $76M, up 1.7% from $74.8M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Echo Wealth Management deployed $3.97M of net new capital in Q3 2022, opening 8 new positions and adding to 10 existing holdings. Its largest new stake was Pacer US Cash Cows 100 ETF: 132,198 shares worth $6.04M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 4.6% of assets, down from 5.6% a quarter earlier, followed by Technology and Materials.
On the sell side, the largest reduction was First Trust Rising Dividend Achievers ETF, an estimated $6.01M trimmed.
- Echo Wealth Management's largest Q3 2022 buy was Pacer US Cash Cows 100 ETF: 132,198 shares worth $6.04M.
- Echo Wealth Management added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2022, an estimated $4.54M increase.
- Echo Wealth Management's biggest Q3 2022 reduction was First Trust Rising Dividend Achievers ETF, cutting an estimated $6.01M.
- Echo Wealth Management fully exited First Trust Emerging Markets Local Currency Bond ETF in Q3 2022, selling an estimated $961K.
- Echo Wealth Management's ten largest holdings make up 67% of its $76M portfolio in Q3 2022.
- Echo Wealth Management opened 8 new positions and closed 13 in Q3 2022.
- Echo Wealth Management's portfolio value rose 1.7% quarter-over-quarter to $76M.
Based on Echo Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.