EA

Echo45 Advisors Portfolio holdings

AUM $159M
This Quarter Return
+0.06%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
Cap. Flow
-$1.38M
Cap. Flow %
-0.93%
Top 10 Hldgs %
67.53%
Holding
54
New
2
Increased
21
Reduced
27
Closed
2

Top Buys

1
TSLA icon
Tesla
TSLA
$256K
2
INTU icon
Intuit
INTU
$209K
3
GLD icon
SPDR Gold Trust
GLD
$204K
4
BITB icon
Bitwise Bitcoin ETF
BITB
$101K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
$96.8K

Top Sells

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
$818K
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$281K
3
CRM icon
Salesforce
CRM
$220K
4
GS icon
Goldman Sachs
GS
$203K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$198K

Sector Composition

1 Technology 4.04%
2 Financials 2.37%
3 Consumer Discretionary 1.71%
4 Communication Services 1.43%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.85T
$855K 0.57%
1,483
+70
+5% +$40.4K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$2.56T
$750K 0.5%
4,847
+247
+5% +$38.2K
COST icon
28
Costco
COST
$416B
$683K 0.46%
722
+34
+5% +$32.1K
TSLA icon
29
Tesla
TSLA
$1.06T
$578K 0.39%
2,229
+989
+80% +$256K
AVGO icon
30
Broadcom
AVGO
$1.4T
$536K 0.36%
3,201
+526
+20% +$88.1K
V icon
31
Visa
V
$679B
$532K 0.36%
1,519
+45
+3% +$15.8K
BITB icon
32
Bitwise Bitcoin ETF
BITB
$4.26B
$492K 0.33%
10,972
+2,244
+26% +$101K
LLY icon
33
Eli Lilly
LLY
$659B
$463K 0.31%
561
-63
-10% -$52K
JPM icon
34
JPMorgan Chase
JPM
$824B
$463K 0.31%
1,886
-93
-5% -$22.8K
MA icon
35
Mastercard
MA
$535B
$452K 0.3%
824
– –
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$451K 0.3%
847
-23
-3% -$12.2K
WMT icon
37
Walmart
WMT
$781B
$436K 0.29%
4,972
+198
+4% +$17.4K
HD icon
38
Home Depot
HD
$404B
$341K 0.23%
931
+20
+2% +$7.33K
UNH icon
39
UnitedHealth
UNH
$280B
$294K 0.2%
561
-58
-9% -$30.4K
GOOG icon
40
Alphabet (Google) Class C
GOOG
$2.56T
$279K 0.19%
1,783
– –
CB icon
41
Chubb
CB
$110B
$277K 0.19%
918
-46
-5% -$13.9K
TMO icon
42
Thermo Fisher Scientific
TMO
$184B
$277K 0.19%
556
-17
-3% -$8.46K
NFLX icon
43
Netflix
NFLX
$516B
$262K 0.18%
281
-24
-8% -$22.4K
ABBV icon
44
AbbVie
ABBV
$374B
$251K 0.17%
1,198
-157
-12% -$32.9K
PG icon
45
Procter & Gamble
PG
$370B
$239K 0.16%
1,401
-161
-10% -$27.4K
XOM icon
46
Exxon Mobil
XOM
$489B
$223K 0.15%
1,875
-95
-5% -$11.3K
ORLY icon
47
O'Reilly Automotive
ORLY
$87.6B
$215K 0.14%
150
-33
-18% -$47.3K
INTU icon
48
Intuit
INTU
$185B
$209K 0.14%
+340
New +$209K
GLD icon
49
SPDR Gold Trust
GLD
$110B
$204K 0.14%
+708
New +$204K
LOW icon
50
Lowe's Companies
LOW
$145B
$200K 0.13%
859
-22
-2% -$5.13K
1
2
3