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EWM

Echo Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
+5.64%
1 Year Est. Return
+12.5%
3 Year Est. Return
+38.53%
5 Year Est. Return
+32.61%
10 Year Est. Return
–
AUM
$163M
AUM Growth
+$15.2M
Cap. Flow
+$7.42M
Cap. Flow %
4.55%
Top 10 Hldgs %
72.79%
Holding
50
New
–
Increased
24
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.94M
2
AVDE icon
Avantis International Equity ETF
AVDE
+$2.94M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$846K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$732K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$705K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.33M
2
AAPL icon
Apple
AAPL
+$1.11M
3
JPM icon
JPMorgan Chase
JPM
+$417K
4
UBER icon
Uber
UBER
+$379K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

Rank Sector Weight
1 Technology 4.87%
2 Consumer Staples 1.43%
3 Consumer Discretionary 1.23%
4 Financials 0.45%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPIE icon
1
JPMorgan Income ETF
JPIE
$10B
$22.7M 13.91%
489,979
+15,384
+3% +$705K
AVIG icon
2
Avantis Core Fixed Income ETF
AVIG
$1.93B
$21.5M 13.18%
516,788
+120,528
+30% +$4.94M
AVDE icon
3
Avantis International Equity ETF
AVDE
$17.5B
$16.6M 10.19%
224,619
+42,018
+23% +$2.94M
AVUV icon
4
Avantis US Small Cap Value ETF
AVUV
$29.5B
$10.7M 6.56%
117,448
+8,492
+8% +$732K
AVLV icon
5
Avantis US Large Cap Value ETF
AVLV
$17.2B
$10.7M 6.54%
156,424
+4,950
+3% +$319K
AVUS icon
6
Avantis US Equity ETF
AVUS
$13.8B
$9.44M 5.78%
93,623
+3,898
+4% +$365K
RDVI icon
7
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.5B
$8.27M 5.07%
334,806
-675
-0.2% -$15.9K
COWZ icon
8
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$7.76M 4.76%
140,875
-1,172
-0.8% -$62.1K
SPYG icon
9
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$5.78M 3.54%
60,625
+1,901
+3% +$163K
AVEM icon
10
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$5.33M 3.27%
77,747
+1,294
+2% +$81.5K
HELO icon
11
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$5.27M 3.23%
84,270
+14,024
+20% +$846K
AAPL icon
12
Apple
AAPL
$4.8T
$4.9M 3%
23,897
-5,490
-19% -$1.11M
JGRO icon
13
JPMorgan Active Growth ETF
JGRO
$9.45B
$4.33M 2.66%
50,365
+3,252
+7% +$253K
DGRO icon
14
iShares Core Dividend Growth ETF
DGRO
$41.9B
$2.73M 1.67%
42,637
+67
+0.2% +$4.08K
SPEM icon
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$2.63M 1.61%
61,590
+2,036
+3% +$82.2K
DNOV icon
16
FT Vest US Equity Deep Buffer ETF November
DNOV
$395M
$2.19M 1.34%
49,004
+6,377
+15% +$272K
AMZN icon
17
Amazon
AMZN
$2.69T
$2.01M 1.23%
9,173
-570
-6% -$113K
SPSB icon
18
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$1.94M 1.19%
64,165
+5,922
+10% +$178K
VTI icon
19
Vanguard Total Stock Market ETF
VTI
$657B
$1.81M 1.11%
5,964
-200
-3% -$56.3K
GIS icon
20
General Mills
GIS
$20.1B
$1.63M 1%
31,447
+3,107
+11% +$171K
MSFT icon
21
Microsoft
MSFT
$2.99T
$1.56M 0.96%
3,146
-288
-8% -$125K
BUFD icon
22
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$1.45M 0.89%
54,585
+5,048
+10% +$128K
MGK icon
23
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.31M 0.8%
17,870
– –
BUFR icon
24
FT Vest Fund of Buffer ETFs
BUFR
$10B
$759K 0.47%
23,859
+11,428
+92% +$344K
AFL icon
25
Aflac
AFL
$63.2B
$741K 0.45%
7,029
– –
1
2

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BCP
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SCM
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GWAM
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Echo Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Echo Wealth Management held 50 positions worth $163M, up 10% from $148M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Echo Wealth Management deployed $7.42M of net new capital in Q2 2025, adding to 24 existing holdings.

By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 6.2% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $2.33M trimmed.

  • Echo Wealth Management added most to Avantis Core Fixed Income ETF in Q2 2025, an estimated $4.94M increase.
  • Echo Wealth Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.33M.
  • Echo Wealth Management fully exited JPMorgan Chase in Q2 2025, selling an estimated $417K.
  • Echo Wealth Management's ten largest holdings make up 73% of its $163M portfolio in Q2 2025.
  • Echo Wealth Management opened 0 new positions and closed 4 in Q2 2025.
  • Echo Wealth Management's portfolio value rose 10% quarter-over-quarter to $163M.

Based on Echo Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.