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
$149M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$209K
3
+$204K
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$101K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$96.8K

Top Sells

1
+$818K
2
+$281K
3
+$220K
4
GS icon
Goldman Sachs
GS
+$203K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$198K

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
BBVA icon
51
Banco Bilbao Vizcaya Argentaria
BBVA
$113B
$190K 0.13%
13,985
+1,605
SAN icon
52
Banco Santander
SAN
$145B
$83.5K 0.06%
12,469
+757
GS icon
53
Goldman Sachs
GS
$230B
– –
-350
CRM icon
54
Salesforce
CRM
$244B
– –
-660
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