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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
V icon
26
Visa
V
$689B
$2.13M 0.44%
7,059
+4
IAU icon
27
iShares Gold Trust
IAU
$64B
$1.95M 0.4%
22,091
-1,071
XOM icon
28
ExxonMobil
XOM
$568B
$1.68M 0.35%
9,925
-16
ABBV icon
29
AbbVie
ABBV
$461B
$1.68M 0.35%
7,724
-16
NVS icon
30
Novartis
NVS
$305B
$1.67M 0.35%
10,959
WMT icon
31
Walmart Inc
WMT
$890B
$1.58M 0.33%
12,752
-1
COST icon
32
Costco
COST
$422B
$1.53M 0.32%
1,535
+14
JNJ icon
33
Johnson & Johnson
JNJ
$633B
$1.46M 0.3%
5,958
+149
GS icon
34
Goldman Sachs
GS
$301B
$1.45M 0.3%
1,716
-25
TIP icon
35
iShares TIPS Bond ETF
TIP
$14.6B
$1.37M 0.28%
+12,448
MA icon
36
Mastercard
MA
$477B
$1.37M 0.28%
2,739
+6
RTX icon
37
RTX Corp
RTX
$268B
$1.36M 0.28%
7,047
NFLX icon
38
Netflix
NFLX
$327B
$1.33M 0.28%
13,866
+42
AZN icon
39
AstraZeneca
AZN
$303B
$1.31M 0.27%
6,666
-6,670
HD icon
40
Home Depot
HD
$357B
$1.25M 0.26%
3,802
-11
CAT icon
41
Caterpillar
CAT
$444B
$1.21M 0.25%
1,710
PLTR icon
42
Palantir
PLTR
$310B
$1.2M 0.25%
8,192
+205
MU icon
43
Micron Technology
MU
$1.1T
$1.19M 0.25%
3,529
+152
ORCL icon
44
Oracle
ORCL
$404B
$1.19M 0.25%
8,083
-67
EEM icon
45
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$1.15M 0.24%
20,270
AMD icon
46
Advanced Micro Devices
AMD
$844B
$1.15M 0.24%
5,652
+5
AMAT icon
47
Applied Materials
AMAT
$479B
$1.12M 0.23%
3,288
+22
CVX icon
48
Chevron
CVX
$337B
$1.08M 0.22%
5,241
+8
TJX icon
49
TJX Companies
TJX
$170B
$1.06M 0.22%
6,651
-4
BCX icon
50
BlackRock Resources & Commodities Strategy Trust
BCX
$874M
$1.05M 0.22%
+86,764
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