EA
Echo45 Advisors Portfolio holdings
AUM
$159M
This Quarter Return
-1.44%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-0.93%)
Cap. Flow
+$291K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
66.99%
Holding
55
New
7
Increased
33
Reduced
12
Closed
3
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.32M |
| 2 |
Main Sector Rotation ETF
SECT
|
$3.87M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.82M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.85M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 4.49% |
| 2 | Financials | 2.34% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Communication Services | 1.54% |
| 5 | Healthcare | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.79T
| $882K | 0.58% |
4,600
+150
| +3% | +$28.8K |
|
27
Meta Platforms (Facebook)
META
$1.85T
| $854K | 0.56% |
1,413
+85
| +6% | +$51.4K |
|
28
Costco
COST
$421B
| $631K | 0.41% |
688
+2
| +0.3% | +$1.83K |
|
29
Broadcom
AVGO
$1.42T
| $622K | 0.41% |
2,675
+238
| +10% | +$55.3K |
|
30
Tesla
TSLA
$1.08T
| $509K | 0.33% |
1,240
+44
| +4% | +$18.1K |
|
31
Eli Lilly
LLY
$661B
| $488K | 0.32% |
624
+103
| +20% | +$80.5K |
|
32
JPMorgan Chase
JPM
$824B
| $481K | 0.32% |
1,979
+156
| +9% | +$38K |
|
33
Bitwise Bitcoin ETF
BITB
$4.31B
| $468K | 0.31% |
8,728
+868
| +11% | +$46.5K |
|
34
Visa
V
$681B
| $464K | 0.3% |
1,474
-26
| -2% | -$8.19K |
|
35
Walmart
WMT
$793B
| $433K | 0.28% |
4,774
-172
| -3% | -$15.6K |
|
36
Mastercard
MA
$536B
| $430K | 0.28% |
824
+29
| +4% | +$15.1K |
|
37
Berkshire Hathaway Class B
BRK.B
$1.08T
| $395K | 0.26% |
870
+24
| +3% | +$10.9K |
|
38
Home Depot
HD
$406B
| $355K | 0.23% |
911
+9
| +1% | +$3.5K |
|
|
39
Alphabet (Google) Class C
GOOG
$2.79T
| $344K | 0.23% |
1,783
-3
| -0.2% | -$579 |
|
40
UnitedHealth
UNH
$279B
| $318K | 0.21% |
619
+38
| +7% | +$19.5K |
|
41
Thermo Fisher Scientific
TMO
$183B
| $305K | 0.2% |
573
+33
| +6% | +$17.6K |
|
42
Netflix
NFLX
$521B
| $269K | 0.18% |
+305
| New | +$269K |
|
43
Chubb
CB
$111B
| $262K | 0.17% |
964
+53
| +6% | +$14.4K |
|
44
Procter & Gamble
PG
$370B
| $258K | 0.17% |
1,562
+321
| +26% | +$53K |
|
45
AbbVie
ABBV
$374B
| $246K | 0.16% |
+1,355
| New | +$246K |
|
46
O'Reilly Automotive
ORLY
$88.1B
| $220K | 0.14% |
+2,745
| New | +$220K |
|
47
Salesforce
CRM
$245B
| $220K | 0.14% |
+660
| New | +$220K |
|
48
Lowe's Companies
LOW
$146B
| $219K | 0.14% |
881
+31
| +4% | +$7.7K |
|
49
Exxon Mobil
XOM
$477B
| $212K | 0.14% |
1,970
+170
| +9% | +$18.3K |
|
50
Goldman Sachs
GS
$221B
| $203K | 0.13% |
+350
| New | +$203K |
|