EA

Echo45 Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.02M
3
+$3.17M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.64M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.35M

Top Sells

1
+$11.6M
2
+$2.79M
3
+$2.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.08M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.5M

Sector Composition

1 Technology 3.57%
2 Healthcare 1.74%
3 Consumer Discretionary 1.53%
4 Financials 1.26%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$351K 0.29%
5,496
-278
27
$345K 0.29%
+1,661
28
$343K 0.28%
1,620
-231
29
$301K 0.25%
2,747
+445
30
$288K 0.24%
5,859
-723
31
$285K 0.24%
1,489
-208
32
$259K 0.21%
1,158
-334
33
$259K 0.21%
753
-58
34
$252K 0.21%
1,692
+151
35
$250K 0.21%
1,249
+7
36
$246K 0.2%
1,478
-149
37
$245K 0.2%
1,264
-145
38
$244K 0.2%
1,872
+60
39
$244K 0.2%
790
+44
40
$234K 0.19%
2,199
-105
41
$229K 0.19%
+629
42
$226K 0.19%
3,990
-465
43
$221K 0.18%
496
-30
44
$221K 0.18%
2,178
-145
45
$215K 0.18%
+2,066
46
$212K 0.18%
+551
47
$210K 0.17%
1,987
-54
48
$207K 0.17%
1,269
-18
49
$81.7K 0.07%
+11,590
50
$47.5K 0.04%
+11,101
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