EA

Echo45 Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
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
26
$855K 0.57%
1,483
+70
27
$750K 0.5%
4,847
+247
28
$683K 0.46%
722
+34
29
$578K 0.39%
2,229
+989
30
$536K 0.36%
3,201
+526
31
$532K 0.36%
1,519
+45
32
$492K 0.33%
10,972
+2,244
33
$463K 0.31%
561
-63
34
$463K 0.31%
1,886
-93
35
$452K 0.3%
824
36
$451K 0.3%
847
-23
37
$436K 0.29%
4,972
+198
38
$341K 0.23%
931
+20
39
$294K 0.2%
561
-58
40
$279K 0.19%
1,783
41
$277K 0.19%
918
-46
42
$277K 0.19%
556
-17
43
$262K 0.18%
2,810
-240
44
$251K 0.17%
1,198
-157
45
$239K 0.16%
1,401
-161
46
$223K 0.15%
1,875
-95
47
$215K 0.14%
2,250
-495
48
$209K 0.14%
+340
49
$204K 0.14%
+708
50
$200K 0.13%
859
-22
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2
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