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
$154M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$711K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$570K
5
BUYW icon
Main BuyWrite ETF
BUYW
+$430K

Top Sells

1
+$226K
2
+$216K
3
+$127K
4
MSFT icon
Microsoft
MSFT
+$118K
5
NVDA icon
NVIDIA
NVDA
+$92.4K

Sector Composition

1 Technology 3.93%
2 Financials 1.99%
3 Consumer Discretionary 1.27%
4 Communication Services 1.16%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$737K 0.48%
4,450
-204
27
$607K 0.4%
686
-20
28
$458K 0.3%
521
-48
29
$417K 0.27%
2,437
-193
30
$412K 0.27%
1,500
-86
31
$399K 0.26%
4,946
-181
32
$391K 0.25%
795
-44
33
$388K 0.25%
846
-67
34
$383K 0.25%
1,823
-123
35
$364K 0.24%
902
-38
36
$339K 0.22%
581
-36
37
$334K 0.22%
540
-22
38
$313K 0.2%
1,196
-3
39
$297K 0.19%
1,786
-131
40
$272K 0.18%
7,860
-19
41
$263K 0.17%
911
-31
42
$230K 0.15%
+850
43
$217K 0.14%
420
-20
44
$214K 0.14%
1,241
-192
45
$210K 0.14%
+756
46
$210K 0.14%
1,800
-126
47
$201K 0.13%
+828
48
$138K 0.09%
12,760
-69
49
– –
-344
50
– –
-1,748
1
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