EA

Echo45 Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
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
+$330K
2
+$204K
3
+$187K
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$114K
5
AVGO icon
Broadcom
AVGO
+$111K

Top Sells

1
+$815K
2
+$277K
3
+$220K
4
GS icon
Goldman Sachs
GS
+$203K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$197K

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
51
$190K 0.13%
13,985
+1,605
52
$83.5K 0.06%
12,469
+757
53
– –
-660
54
– –
-350
1 2
3