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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
A icon
501
Agilent Technologies
A
$36.9B
$58.4K 0.01%
512
+4
CHKP icon
502
Check Point Software Technologies
CHKP
$14.2B
$58.1K 0.01%
407
-10
TALO icon
503
Talos Energy
TALO
$2.27B
$57.7K 0.01%
3,659
-34
W icon
504
Wayfair
W
$12.5B
$56.9K 0.01%
757
-8
NWSA icon
505
News Corp Class A
NWSA
$14.5B
$56.8K 0.01%
2,278
+4
CVE icon
506
Cenovus Energy
CVE
$46B
$56.7K 0.01%
2,139
BMO icon
507
Bank of Montreal
BMO
$122B
$56.4K 0.01%
417
RBC icon
508
RBC Bearings
RBC
$19.1B
$55.9K 0.01%
103
+34
PAC icon
509
Grupo Aeroportuario del Pacifico
PAC
$15.1B
$55.5K 0.01%
225
EDU icon
510
New Oriental
EDU
$7.48B
$55.3K 0.01%
976
TSCO icon
511
Tractor Supply
TSCO
$16.7B
$55.3K 0.01%
1,220
-20
MFG icon
512
Mizuho Financial
MFG
$121B
$55.2K 0.01%
6,946
VICI icon
513
VICI Properties
VICI
$29.9B
$55.1K 0.01%
2,016
+135
MDYV icon
514
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.65B
$55K 0.01%
+646
RHI icon
515
Robert Half
RHI
$3.42B
$55K 0.01%
2,164
+351
GDS icon
516
GDS Holdings
GDS
$5.98B
$54.8K 0.01%
1,360
TYL icon
517
Tyler Technologies
TYL
$13.1B
$54.8K 0.01%
160
+9
SBAC icon
518
SBA Communications
SBAC
$19.6B
$54.6K 0.01%
317
-47
O icon
519
Realty Income
O
$59.5B
$54.1K 0.01%
884
ORI icon
520
Old Republic International
ORI
$10.2B
$54K 0.01%
1,353
-136
CNI icon
521
Canadian National Railway
CNI
$73.7B
$53.6K 0.01%
522
-5
EXR icon
522
Extra Space Storage
EXR
$31.5B
$53.6K 0.01%
409
+4
CSL icon
523
Carlisle Companies
CSL
$14.8B
$53.4K 0.01%
160
WAT icon
524
Waters Corp
WAT
$37.2B
$53.3K 0.01%
179
+105
SOFI icon
525
SoFi Technologies
SOFI
$23.4B
$53.2K 0.01%
3,348
-156
19 20
21
22 23