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
$152M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$3.87M
3
+$3.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.85M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M

Top Sells

1
+$7.08M
2
+$3.77M
3
+$3.61M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.41M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.28M

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 Change
in Stake 		Capital Flow
26
$882K 0.58%
4,600
+150
27
$854K 0.56%
1,413
+85
28
$631K 0.41%
688
+2
29
$622K 0.41%
2,675
+238
30
$509K 0.33%
1,240
+44
31
$488K 0.32%
624
+103
32
$481K 0.32%
1,979
+156
33
$468K 0.31%
8,728
+868
34
$464K 0.3%
1,474
-26
35
$433K 0.28%
4,774
-172
36
$430K 0.28%
824
+29
37
$395K 0.26%
870
+24
38
$355K 0.23%
911
+9
39
$344K 0.23%
1,783
-3
40
$318K 0.21%
619
+38
41
$305K 0.2%
573
+33
42
$269K 0.18%
+305
43
$262K 0.17%
964
+53
44
$258K 0.17%
1,562
+321
45
$246K 0.16%
+1,355
46
$220K 0.14%
+2,745
47
$220K 0.14%
+660
48
$219K 0.14%
881
+31
49
$212K 0.14%
1,970
+170
50
$203K 0.13%
+350
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