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BWA

Basecamp Wealth Advisors Portfolio holdings

AUM $483M
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
$483M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$5.52M
3
+$3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Top Sells

1
+$1.08M
2
+$746K
3
+$381K
4
CYBR
CyberArk
CYBR
+$144K
5
IAU icon
iShares Gold Trust
IAU
+$98.2K

Sector Composition

1 Technology 17.02%
2 Financials 7.06%
3 Healthcare 6.89%
4 Consumer Discretionary 4.97%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
276
Mondelez International
MDLZ
$78.2B
$183K 0.04%
3,179
PDD icon
277
Pinduoduo
PDD
$117B
$182K 0.04%
1,785
-19
CTVA icon
278
Corteva
CTVA
$57.4B
$182K 0.04%
2,176
+7
CIB icon
279
Grupo Cibest SA
CIB
$18.8B
$182K 0.04%
2,499
DVN icon
280
Devon Energy
DVN
$46.7B
$180K 0.04%
3,587
-3
FITB
281
Fifth Third Bancorp
FITB
$51.8B
$180K 0.04%
3,869
+201
FR icon
282
First Industrial Realty Trust
FR
$8.27B
$179K 0.04%
3,086
SNY icon
283
Sanofi
SNY
$103B
$178K 0.04%
3,694
D icon
284
Dominion Energy
D
$61.3B
$177K 0.04%
2,864
-100
MNST icon
285
Monster Beverage
MNST
$95.5B
$175K 0.04%
2,418
+19
OKE icon
286
Oneok
OKE
$55.3B
$174K 0.04%
1,921
+53
ICLN icon
287
iShares Global Clean Energy ETF
ICLN
$2.85B
$171K 0.04%
9,361
OXY icon
288
Occidental Petroleum
OXY
$48.6B
$168K 0.03%
2,586
HON icon
289
Honeywell
HON
$72.8B
$168K 0.03%
742
CBRE icon
290
CBRE Group
CBRE
$41.5B
$166K 0.03%
1,225
-108
DHI icon
291
D.R. Horton
DHI
$45B
$165K 0.03%
1,202
+287
LMT icon
292
Lockheed Martin
LMT
$126B
$164K 0.03%
271
+24
SSL icon
293
Sasol
SSL
$6.21B
$163K 0.03%
12,601
+9,796
MELI icon
294
Mercado Libre
MELI
$89.4B
$163K 0.03%
94
-4
KMB icon
295
Kimberly-Clark
KMB
$38.1B
$161K 0.03%
1,668
-15
AKAM icon
296
Akamai
AKAM
$16.5B
$161K 0.03%
1,401
+30
DFUS
297
Dimensional US Equity ETF
DFUS
$20.9B
$159K 0.03%
2,245
VTR icon
298
Ventas
VTR
$45B
$159K 0.03%
1,943
FDX icon
299
FedEx
FDX
$74.7B
$158K 0.03%
445
+46
ES icon
300
Eversource Energy
ES
$28B
$158K 0.03%
2,275
+90
10 11
12
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