We are live on ! Find out more
ECM

Ebert Capital Management Portfolio holdings

AUM $107M
This Fund
S&P 500
This Quarter Est. Return
-7.36%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$97.9M
AUM Growth
-$5.49M
Cap. Flow
+$2.71M
Cap. Flow %
2.76%
Top 10 Hldgs %
83.22%
Holding
26
New
1
Increased
10
Reduced
11
Closed
–

Top Buys

1
NFLX icon
Netflix
NFLX
+$2.2M
2
AMZN icon
Amazon
AMZN
+$623K
3
MSFT icon
Microsoft
MSFT
+$558K
4
AVGO icon
Broadcom
AVGO
+$478K
5
META icon
Meta Platforms (Facebook)
META
+$244K

Top Sells

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.43M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$541K
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$95.2K
4
MSCI icon
MSCI
MSCI
+$14.7K
5
NOW icon
ServiceNow
NOW
+$14.4K

Sector Composition

1 Technology 32.09%
2 Communication Services 10.67%
3 Financials 5.02%
4 Consumer Discretionary 4.75%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.07T
$271K 0.28%
566
– –
1
2

Similar funds

RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $107M AUM
CWM
Curtis Wealth Management Henderson, Nevada $107M AUM
FMI
Financial Management Inc Little Rock, Arkansas $106M AUM
EWL
Emissary Wealth LLC Hackensack, New Jersey $107M AUM
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
WUW
Wheels Up Wealth Benicia, California $106M AUM
ECM
Explore Capital Management Wilmington, Delaware $107M AUM 19.23% 1-Year Est. Return
CI
Corient IA Miami, Florida $106M AUM 31.74% 1-Year Est. Return