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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
SNPS icon
451
Synopsys
SNPS
$83.7B
$76.1K 0.02%
192
-6
MSTR icon
452
Strategy Inc
MSTR
$36.1B
$75.9K 0.02%
608
-16
AON icon
453
Aon
AON
$76.3B
$75.9K 0.02%
235
+47
LKQ icon
454
LKQ Corp
LKQ
$6.76B
$75.6K 0.02%
2,575
NICE icon
455
Nice
NICE
$5.67B
$74.4K 0.02%
675
-33
FMX icon
456
Fomento Económico Mexicano
FMX
$44.1B
$74.3K 0.02%
669
DTM icon
457
DT Midstream
DTM
$14.8B
$74.2K 0.02%
551
EHC icon
458
Encompass Health
EHC
$10.6B
$73.9K 0.02%
764
-7
VRSN icon
459
VeriSign
VRSN
$23.3B
$73.3K 0.02%
295
+47
CF icon
460
CF Industries
CF
$17B
$72.5K 0.02%
558
TWLO icon
461
Twilio
TWLO
$31.8B
$71.7K 0.01%
570
AEIS icon
462
Advanced Energy
AEIS
$12.5B
$71.6K 0.01%
222
+31
SSD icon
463
Simpson Manufacturing
SSD
$8.26B
$70.5K 0.01%
411
SPOT icon
464
Spotify
SPOT
$99.9B
$70.5K 0.01%
145
+1
MDB icon
465
MongoDB
MDB
$28.5B
$70.2K 0.01%
287
+36
AXON
466
Axon Enterprise
AXON
$48.1B
$70.1K 0.01%
165
+1
RSG icon
467
Republic Services
RSG
$66.9B
$69.4K 0.01%
317
LITE icon
468
Lumentum
LITE
$56.7B
$69.4K 0.01%
99
+9
WTRG icon
469
Essential Utilities
WTRG
$11.2B
$68.6K 0.01%
1,703
-421
AFL icon
470
Aflac
AFL
$61.5B
$68.1K 0.01%
621
-447
DDOG icon
471
Datadog
DDOG
$92.7B
$68K 0.01%
576
-15
CNS icon
472
Cohen & Steers
CNS
$4.04B
$67.6K 0.01%
1,081
+43
IDA icon
473
Idacorp
IDA
$8.56B
$67.2K 0.01%
470
PBR icon
474
Petrobras
PBR
$104B
$67.2K 0.01%
3,237
ABNB icon
475
Airbnb
ABNB
$88.4B
$65.8K 0.01%
521
+260
17 18
19
20 21