EA
Echo45 Advisors Portfolio holdings
AUM
$178M
1-Year Est. Return
16.71%
This Fund
S&P 500
1 Year Est. Return
+16.71%
AUM
$178M
AUM Growth
+$2.56M
(+1.5%)
Holding
79
Top Buys
| 1 | +$740K | |
| 2 | +$365K | |
| 3 | +$219K | |
| 4 |
Lam Research
LRCX
|
+$218K |
| 5 |
Newmont
NEM
|
+$216K |
Top Sells
| 1 | +$388K | |
| 2 | +$285K | |
| 3 | +$228K | |
| 4 |
Wells Fargo
WFC
|
+$227K |
| 5 |
Bank of America
BAC
|
+$211K |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Financials | 1.86% |
| 3 | Communication Services | 1.59% |
| 4 | Consumer Discretionary | 1.43% |
| 5 | Consumer Staples | 0.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Newmont
NEM
$129B
| $203K | 0.11% |
+1,873
|
|
||
|
77
Wells Fargo
WFC
$244B
| – | – |
-2,433
|
|
||
78
Intuit
INTU
$109B
| – | – |
-345
|
|
||
|
79
Bank of America
BAC
$371B
| – | – |
-3,838
|
|