EA
Echo45 Advisors Portfolio holdings
AUM
$159M
This Quarter Return
+0.06%
1 Year Return
+10.77%
3 Year Return
+36.99%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-1.8%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
67.53%
Holding
54
New
2
Increased
21
Reduced
27
Closed
2
Top Buys
| 1 |
Tesla
TSLA
|
$256K |
| 2 |
Intuit
INTU
|
$209K |
| 3 |
SPDR Gold Trust
GLD
|
$204K |
| 4 |
Bitwise Bitcoin ETF
BITB
|
$101K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$96.8K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $190K | 0.13% |
13,985
+1,605
| +13% | +$21.9K |
|
52
Banco Santander
SAN
$140B
| $83.5K | 0.06% |
12,469
+757
| +6% | +$5.07K |
|
53
Salesforce
CRM
$242B
| – | – |
-660
| Closed | -$220K |
|
54
Goldman Sachs
GS
$221B
| – | – |
-350
| Closed | -$203K |
|