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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
$469M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,752
New
Increased
Reduced
Closed

Top Buys

1 +$88.6M
2 +$54.6M
3 +$24.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
NVDA icon
NVIDIA
NVDA
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.36%
2 Financials 7.82%
3 Healthcare 7.65%
4 Consumer Discretionary 5.54%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQNR icon
276
Equinor
EQNR
$79.8B
$169K 0.04%
+7,149
DFUS
277
Dimensional US Equity ETF
DFUS
$20.9B
$167K 0.04%
+2,245
STLA icon
278
Stellantis
STLA
$16.8B
$166K 0.04%
+15,224
VIG icon
279
Vanguard Dividend Appreciation ETF
VIG
$110B
$166K 0.04%
+754
CEG icon
280
Constellation Energy
CEG
$85.4B
$165K 0.04%
+467
YUM icon
281
Yum! Brands
YUM
$45.4B
$165K 0.04%
+1,088
JHX icon
282
James Hardie Industries
JHX
$15B
$163K 0.03%
+7,844
WIT icon
283
Wipro
WIT
$18.7B
$161K 0.03%
+56,778
BDX icon
284
Becton Dickinson
BDX
$43.6B
$160K 0.03%
+826
CIB icon
285
Grupo Cibest SA
CIB
$18.8B
$159K 0.03%
+2,499
NWG icon
286
NatWest
NWG
$71.6B
$158K 0.03%
+9,016
UPS icon
287
United Parcel Service
UPS
$94.1B
$156K 0.03%
+1,575
TS icon
288
Tenaris
TS
$27.3B
$156K 0.03%
+4,046
WDC icon
289
Western Digital
WDC
$186B
$155K 0.03%
+903
ICLN icon
290
iShares Global Clean Energy ETF
ICLN
$2.85B
$154K 0.03%
+9,361
SPXC icon
291
SPX Corp
SPXC
$11.4B
$153K 0.03%
+766
ECL icon
292
Ecolab
ECL
$79.7B
$153K 0.03%
+582
ADM icon
293
Archer Daniels Midland
ADM
$37B
$151K 0.03%
+2,633
PI icon
294
Impinj
PI
$4.31B
$151K 0.03%
+869
VTR icon
295
Ventas
VTR
$45B
$150K 0.03%
+1,943
GIS icon
296
General Mills
GIS
$20.1B
$150K 0.03%
+3,225
MCO icon
297
Moody's
MCO
$85.7B
$150K 0.03%
+293
ALC icon
298
Alcon
ALC
$34B
$150K 0.03%
+1,900
COIN icon
299
Coinbase
COIN
$43.6B
$149K 0.03%
+659
HUBS icon
300
HubSpot
HUBS
$9.83B
$147K 0.03%
+367