ECM

Ethos Capital Management Portfolio holdings

AUM $106M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$8.56M
3 +$8.13M
4
AVGO icon
Broadcom
AVGO
+$3.91M
5
NVDA icon
NVIDIA
NVDA
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.76%
2 Financials 10.74%
3 Communication Services 4.58%
4 Consumer Discretionary 4.53%
5 Utilities 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
51
Amazon
AMZN
$2.49T
$462K 0.44%
+2,002
DIVO icon
52
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.31B
$327K 0.31%
+7,347
AMJB icon
53
Alerian MLP Index ETNs due January 28 2044
AMJB
$776M
$253K 0.24%
+8,449
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.02T
$245K 0.23%
+782
QQQ icon
55
Invesco QQQ Trust
QQQ
$398B
$224K 0.21%
+365