We are live on ! Find out more
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
KHC icon
776
Kraft Heinz
KHC
$30.1B
$21.2K ﹤0.01%
+873
GOLF icon
777
Acushnet Holdings
GOLF
$6.88B
$21.2K ﹤0.01%
+265
MUB icon
778
iShares National Muni Bond ETF
MUB
$45.7B
$21.1K ﹤0.01%
+197
MTZ icon
779
MasTec
MTZ
$29.5B
$21.1K ﹤0.01%
+97
CNA icon
780
CNA Financial
CNA
$13.8B
$21K ﹤0.01%
+439
HWM icon
781
Howmet Aerospace
HWM
$108B
$20.9K ﹤0.01%
+102
BHF icon
782
Brighthouse Financial
BHF
$3.68B
$20.7K ﹤0.01%
+319
RBLX icon
783
Roblox
RBLX
$39.7B
$20.7K ﹤0.01%
+255
KFY icon
784
Korn Ferry
KFY
$3.54B
$20.6K ﹤0.01%
+312
DXCM icon
785
DexCom
DXCM
$27.5B
$20.4K ﹤0.01%
+308
HII icon
786
Huntington Ingalls Industries
HII
$11.5B
$20.4K ﹤0.01%
+60
WGO icon
787
Winnebago Industries
WGO
$881M
$20.4K ﹤0.01%
+504
AER icon
788
AerCap
AER
$23.3B
$20.1K ﹤0.01%
+140
PAVE icon
789
Global X US Infrastructure Development ETF
PAVE
$14.1B
$20.1K ﹤0.01%
+420
GRID
790
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$20.1K ﹤0.01%
+131
WERN icon
791
Werner Enterprises
WERN
$2.59B
$20.1K ﹤0.01%
+669
NOV icon
792
NOV
NOV
$6.47B
$20K ﹤0.01%
+1,277
DLTR icon
793
Dollar Tree
DLTR
$23.8B
$19.9K ﹤0.01%
+162
INVH icon
794
Invitation Homes
INVH
$18.1B
$19.6K ﹤0.01%
+705
RGA icon
795
Reinsurance Group of America
RGA
$14.5B
$19.5K ﹤0.01%
+96
GVA icon
796
Granite Construction
GVA
$6.38B
$19.5K ﹤0.01%
+169
CMC icon
797
Commercial Metals
CMC
$6.83B
$19.5K ﹤0.01%
+281
RES icon
798
RPC Inc
RES
$1.24B
$19.4K ﹤0.01%
+3,572
SLB icon
799
SLB Ltd
SLB
$67.5B
$19.4K ﹤0.01%
+506
POWI icon
800
Power Integrations
POWI
$4.07B
$19.4K ﹤0.01%
+546