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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
KEYS icon
351
Keysight
KEYS
$53.6B
$122K 0.03%
431
+16
OTIS icon
352
Otis Worldwide
OTIS
$28.1B
$122K 0.03%
1,578
-12
LI icon
353
Li Auto
LI
$11.9B
$122K 0.03%
6,818
-58
BTI icon
354
British American Tobacco
BTI
$125B
$121K 0.03%
2,074
+2
HUM icon
355
Humana
HUM
$47.6B
$120K 0.02%
694
-148
PHM icon
356
Pultegroup
PHM
$25.5B
$120K 0.02%
1,020
PSO icon
357
Pearson
PSO
$10B
$119K 0.02%
9,082
-32
CTRA
358
DELISTED
Coterra Energy
CTRA
$119K 0.02%
3,378
MRVL icon
359
Marvell Technology
MRVL
$215B
$119K 0.02%
1,198
+137
STT icon
360
State Street
STT
$47.2B
$117K 0.02%
926
KEY icon
361
KeyCorp
KEY
$24.8B
$117K 0.02%
5,838
EXPE icon
362
Expedia Group
EXPE
$32.2B
$116K 0.02%
504
-3
EOG icon
363
EOG Resources
EOG
$69.7B
$116K 0.02%
803
ITT icon
364
ITT
ITT
$16.7B
$115K 0.02%
603
+193
B
365
Barrick Mining
B
$64B
$115K 0.02%
2,813
FANG icon
366
Diamondback Energy
FANG
$48.4B
$114K 0.02%
578
-3
COIN icon
367
Coinbase
COIN
$43.6B
$113K 0.02%
648
-11
BBY icon
368
Best Buy
BBY
$16.4B
$113K 0.02%
1,758
+48
ESGE icon
369
iShares ESG Aware MSCI EM ETF
ESGE
$6.64B
$113K 0.02%
2,482
+211
TROW icon
370
T. Rowe Price
TROW
$25.4B
$112K 0.02%
1,246
-8
HPE icon
371
Hewlett Packard
HPE
$54.6B
$112K 0.02%
4,706
+96
IWD icon
372
iShares Russell 1000 Value ETF
IWD
$89.7B
$111K 0.02%
+522
COO icon
373
Cooper Companies
COO
$14.5B
$111K 0.02%
1,557
+268
BKR icon
374
Baker Hughes
BKR
$52.4B
$111K 0.02%
1,821
FSLR icon
375
First Solar
FSLR
$24.1B
$110K 0.02%
556
-4
13 14
15
16 17