Echo Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Deep Buffer ETF November
DNOV
|
+$6.79M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
+$4.69M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$3.71M |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$3.63M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$2.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.74M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
+$1.83M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.72M |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$1.5M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$1.23M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 2.72% |
| 2 | Technology | 2.59% |
| 3 | Materials | 0.34% |
| 4 | Communication Services | 0.27% |
| 5 | Industrials | 0.25% |
Similar funds
Echo Wealth Management's Q4 2022 Portfolio in Review
As of Q4 2022, Echo Wealth Management held 49 positions worth $93.9M, up 23% from $76M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Echo Wealth Management deployed $13.9M of net new capital in Q4 2022, opening 7 new positions and adding to 9 existing holdings. Its largest new stake was FT Vest US Equity Deep Buffer ETF November: 206,050 shares worth $6.89M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 2.7% of assets, down from 4.6% a quarter earlier, followed by Technology and Materials.
On the sell side, the largest reduction was First Trust Rising Dividend Achievers ETF, an estimated $3.74M trimmed.
- Echo Wealth Management's largest Q4 2022 buy was FT Vest US Equity Deep Buffer ETF November: 206,050 shares worth $6.89M.
- Echo Wealth Management added most to State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022, an estimated $2.47M increase.
- Echo Wealth Management's biggest Q4 2022 reduction was First Trust Rising Dividend Achievers ETF, cutting an estimated $3.74M.
- Echo Wealth Management fully exited First Trust Senior Loan Fund ETF in Q4 2022, selling an estimated $1.83M.
- Echo Wealth Management's ten largest holdings make up 62% of its $93.9M portfolio in Q4 2022.
- Echo Wealth Management opened 7 new positions and closed 7 in Q4 2022.
- Echo Wealth Management's portfolio value rose 23% quarter-over-quarter to $93.9M.
Based on Echo Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.