EA

Echo45 Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 12.55%
This Quarter Est. Return
1 Year Est. Return
+12.55%
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
1
$19.1M 12.76%
375,299
-16,097
2
$17.4M 11.66%
100,599
+86
3
$11.3M 7.56%
144,395
-2,096
4
$10.5M 7.02%
769,593
-20,609
5
$8.84M 5.92%
150,687
-2,203
6
$8.33M 5.57%
330,937
-3,767
7
$8.15M 5.45%
180,071
-4,369
8
$6.28M 4.2%
14,963
-100
9
$6.09M 4.07%
31,532
-193
10
$4.97M 3.33%
30,972
-152
11
$4.66M 3.12%
27,050
+355
12
$4.06M 2.71%
295,587
-978
13
$3.99M 2.67%
38,572
-781
14
$3.59M 2.4%
70,252
+761
15
$3.02M 2.02%
16,212
+244
16
$2.98M 1.99%
46,382
-550
17
$2.9M 1.94%
11,333
+379
18
$2.23M 1.49%
48,464
-3,488
19
$2.06M 1.38%
88,582
-4,938
20
$2.03M 1.36%
9,149
+56
21
$1.86M 1.25%
4,967
+195
22
$1.4M 0.94%
12,952
+753
23
$1.22M 0.82%
11,766
-136
24
$1.22M 0.81%
6,387
+338
25
$1.09M 0.73%
1,149
+8
1
2 3