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
$149M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$209K
3
+$204K
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$101K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$96.8K

Top Sells

1
+$818K
2
+$281K
3
+$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 Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.84T
$855K 0.57%
1,483
+70
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$3.04T
$750K 0.5%
4,847
+247
COST icon
28
Costco
COST
$419B
$683K 0.46%
722
+34
TSLA icon
29
Tesla
TSLA
$1.46T
$578K 0.39%
2,229
+989
AVGO icon
30
Broadcom
AVGO
$1.61T
$536K 0.36%
3,201
+526
V icon
31
Visa
V
$670B
$532K 0.36%
1,519
+45
BITB icon
32
Bitwise Bitcoin ETF
BITB
$4.14B
$492K 0.33%
10,972
+2,244
LLY icon
33
Eli Lilly
LLY
$728B
$463K 0.31%
561
-63
JPM icon
34
JPMorgan Chase
JPM
$801B
$463K 0.31%
1,886
-93
MA icon
35
Mastercard
MA
$517B
$452K 0.3%
824
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.06T
$451K 0.3%
847
-23
WMT icon
37
Walmart
WMT
$854B
$436K 0.29%
4,972
+198
HD icon
38
Home Depot
HD
$387B
$341K 0.23%
931
+20
UNH icon
39
UnitedHealth
UNH
$327B
$294K 0.2%
561
-58
GOOG icon
40
Alphabet (Google) Class C
GOOG
$3.05T
$279K 0.19%
1,783
CB icon
41
Chubb
CB
$110B
$277K 0.19%
918
-46
TMO icon
42
Thermo Fisher Scientific
TMO
$214B
$277K 0.19%
556
-17
NFLX icon
43
Netflix
NFLX
$474B
$262K 0.18%
281
-24
ABBV icon
44
AbbVie
ABBV
$404B
$251K 0.17%
1,198
-157
PG icon
45
Procter & Gamble
PG
$356B
$239K 0.16%
1,401
-161
XOM icon
46
Exxon Mobil
XOM
$489B
$223K 0.15%
1,875
-95
ORLY icon
47
O'Reilly Automotive
ORLY
$85.9B
$215K 0.14%
2,250
-495
INTU icon
48
Intuit
INTU
$187B
$209K 0.14%
+340
GLD icon
49
SPDR Gold Trust
GLD
$131B
$204K 0.14%
+708
LOW icon
50
Lowe's Companies
LOW
$137B
$200K 0.13%
859
-22
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