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
$154M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$772K
3
+$711K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$570K
5
BUYW icon
Main BuyWrite ETF
BUYW
+$430K

Top Sells

1
+$226K
2
+$216K
3
+$127K
4
MSFT icon
Microsoft
MSFT
+$118K
5
NVDA icon
NVIDIA
NVDA
+$92.4K

Sector Composition

1 Technology 3.93%
2 Financials 1.99%
3 Consumer Discretionary 1.27%
4 Communication Services 1.16%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 10.71%
311,779
+14,619
2
$14.3M 9.31%
1,067,151
+52,999
3
$11.1M 7.22%
109,732
+3,286
4
$11.1M 7.19%
429,736
+9,719
5
$9.62M 6.26%
122,476
+2,685
6
$8.54M 5.55%
47,667
+3,179
7
$8.52M 5.54%
42,404
+1,087
8
$8.51M 5.54%
20,122
+488
9
$8.01M 5.21%
135,870
+3,800
10
$7.9M 5.14%
566,428
+30,853
11
$7.57M 4.93%
158,235
+6,919
12
$4.73M 3.08%
28,222
+1,142
13
$4.63M 3.01%
25,463
+1,137
14
$3.97M 2.58%
59,882
+956
15
$3.22M 2.09%
29,463
-41
16
$2.98M 1.94%
10,476
+414
17
$2.95M 1.92%
14,683
+616
18
$2.05M 1.33%
8,822
-547
19
$2.03M 1.32%
4,727
-274
20
$1.82M 1.18%
45,746
-565
21
$1.75M 1.14%
73,450
+4,247
22
$1.33M 0.86%
10,968
-764
23
$1.08M 0.7%
+1,138
24
$1.05M 0.68%
5,654
-268
25
$757K 0.49%
1,328
-73
1
2