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
$152M
AUM Growth
-$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$3.87M
3
+$3.82M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.85M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M

Top Sells

1
+$7.08M
2
+$3.77M
3
+$3.61M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.41M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.28M

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 Change
in Stake 		Capital Flow
51
$119K 0.08%
12,380
-380
52
$52.6K 0.03%
+11,712
53
– –
-420
54
– –
-756
55
– –
-828
1 2
3