EA
Echo45 Advisors Portfolio holdings
AUM
$159M
This Quarter Return
-1.44%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-0.93%)
Cap. Flow
+$291K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
66.99%
Holding
55
New
7
Increased
33
Reduced
12
Closed
3
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$9.32M |
| 2 |
Main Sector Rotation ETF
SECT
|
$3.87M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.82M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.85M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.16M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $119K | 0.08% |
12,380
-380
| -3% | -$3.66K |
|
52
Banco Santander
SAN
$140B
| $52.6K | 0.03% |
+11,712
| New | +$52.6K |
|
53
Adobe
ADBE
$147B
| – | – |
-420
| Closed | -$217K |
|
54
Danaher
DHR
$146B
| – | – |
-756
| Closed | -$210K |
|
55
SPDR Gold Trust
GLD
$110B
| – | – |
-828
| Closed | -$201K |
|