EA
Echo45 Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+5.4%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+13%)
Cap. Flow
+$8.61M
Cap. Flow
% of AUM
7.72%
Top 10 Holdings %
Top 10 Hldgs %
78.38%
Holding
56
New
19
Increased
23
Reduced
12
Closed
1
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$491K |
| 2 |
Apple
AAPL
|
$122K |
| 3 |
Amazon
AMZN
|
$24.3K |
| 4 |
JPMorgan Chase
JPM
|
$24K |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$19.8K |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Healthcare | 2.44% |
| 3 | Consumer Discretionary | 1.48% |
| 4 | Consumer Staples | 1.13% |
| 5 | Financials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $221K | 0.2% |
+2,041
| New | +$221K |
|
52
PepsiCo
PEP
$206B
| $206K | 0.18% |
+1,139
| New | +$206K |
|
53
Intuit
INTU
$185B
| $205K | 0.18% |
526
-26
| -5% | -$10.1K |
|
54
Ardagh Metal Packaging
AMBP
$2.17B
| $50.9K | 0.05% |
+10,584
| New | +$50.9K |
|
55
VistaGen Therapeutics
VTGN
$108M
| $1.61K | ﹤0.01% |
+15,647
| New | +$1.61K |
|
|
56
Tesla
TSLA
$1.06T
| – | – |
-1,850
| Closed | -$491K |
|