ECM
Ethos Capital Management Portfolio holdings
AUM
$117M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$10.4M
(+9.8%)
Holding
57
Top Buys
| 1 | +$2.27M | |
| 2 | +$2.17M | |
| 3 | +$1.69M | |
| 4 |
iShares Core 5-10 Year USD Bond ETF
IMTB
|
+$1.6M |
| 5 |
Palantir
PLTR
|
+$634K |
Top Sells
| 1 | +$452K | |
| 2 | +$383K | |
| 3 | +$377K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$354K |
| 5 |
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
|
+$328K |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 10.76% |
| 3 | Consumer Discretionary | 5.24% |
| 4 | Communication Services | 4.74% |
| 5 | Energy | 4.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core Universal USD Bond ETF
IUSB
$36.6B
| $470K | 0.4% |
10,175
-2,849
|
|
||
52
Amazon
AMZN
$2.96T
| $402K | 0.34% |
1,928
-74
|
|
||
53
Ingersoll Rand
IR
$30.8B
| $361K | 0.31% |
+4,500
|
|
||
54
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.96B
| $334K | 0.29% |
7,436
+89
|
|
||
55
Alphabet (Google) Class A
GOOGL
$4.82T
| $222K | 0.19% |
774
-8
|
|
||
56
Invesco QQQ Trust
QQQ
$455B
| $210K | 0.18% |
364
-1
|
|
||
57
Alerian MLP Index ETNs due January 28 2044
AMJB
$822M
| – | – |
-8,449
|
|