Echo Wealth Management, LLC logo

Echo Wealth Management, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Echo Wealth Management, LLC with $171.3M in long positions as of Q3 2025, 93% allocated to ETF, and 74% concentrated in top 10 positions.

Portfolio Value
$171.3M
Top 10 Concentration
74%
Top Sector
ETF (93%)
US Exposure
100%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 92.60%ETFTechnology: 3.30%Consumer Cyclical: 1.40%Consumer Defensive: 1.00%Financial Services: 0.50%Healthcare: 0.40%Communication Services: 0.30%Basic Materials: 0.30%Industrials: 0.20%
ETF
92.60%
Technology
3.30%
Consumer Cyclical
1.40%
Consumer Defensive
1.00%
Financial Services
0.50%
Healthcare
0.40%
Communication Services
0.30%
Basic Materials
0.30%
Industrials
0.20%

Industry Breakdown

12 industries across all sectors

ETF: 92.62%ETFConsumer Electronics: 1.69%Specialty Retail: 1.45%Packaged Foods: 1.01%Software - Infrastructure: 0.94%Semiconductors: 0.48%6 more: 1.81%
ETF
ETF
92.62%
Consumer Electronics
Technology
1.69%
Specialty Retail
Consumer Cyclical
1.45%
Packaged Foods
Consumer Defensive
1.01%
Software - Infrastructure
Technology
0.94%
Semiconductors
Technology
0.48%
Insurance - Life
Financial Services
0.46%
Medical - Healthcare Plans
Healthcare
0.41%
Internet Content & Information
Communication Services
0.28%
Chemicals - Specialty
Basic Materials
0.27%
Software - Application
Technology
0.24%
Conglomerates
Industrials
0.15%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 4.92%Large Cap ($10B - $200B): 1.89%Small Cap ($300M - $2B): 0.30%N/A (ETF or Unknown): 92.89%N/A (ETF or Unknown)
Mega Cap (> $200B)
4.92%
Large Cap ($10B - $200B)
1.89%
Small Cap ($300M - $2B)
0.30%
N/A (ETF or Unknown)
92.89%

Portfolio Concentration

Top 10 Holdings %
74.43%
Top 20 Holdings %
91.55%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.73%
International
0.267%
Countries
2
Largest Int'l Market
Taiwan - 0.27%
United States of America
99.73% ($170.9M)
44 holdings
Taiwan
0.27% ($457.8K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
10.4 quarters
Avg. Top 20
12.8 quarters
Avg. All Positions
11.6 quarters
Median Holding Period
11 quarters
Persistence Rate
88.89%
Persistent Holdings Weight
85.11%
Persistent Positions
40
Longest Held
Ecolab, Inc. logo
Ecolab, Inc.ECL - 19 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
2.22%
Largest Position
Avantis Core Fixed Income ETF logo
Avantis Core Fixed Income ETFAVIG - 13.94%
Largest Ownership Stake
The Honest Company, Inc. Common Stock logo
The Honest Company, Inc. Common StockHNST - 0.12%
Avg. Ownership Stake
0.006%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2020)

Avg. New Position
2.11%
Avg. Ownership Stake
0.002%
Largest Position
SPDR Portfolio S&P 500 Growth ETF logo
SPDR Portfolio S&P 500 Growth ETFSPYG - 17.19% (Q3 2022)
Largest Ownership Stake
The Honest Company, Inc. Common Stock logo
The Honest Company, Inc. Common StockHNST - 0.12% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.0%
Value Traded
$5.16M
Positions Added
0
Positions Exited
1

Historical (Since Q4 2020)

Avg. Turnover Ratio
12.6%
Avg. Positions Added
5
Avg. Positions Exited
3
Highest Turnover
50.0%
Q4 2020
Lowest Turnover
1.6%
Q4 2024

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