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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
LAD icon
851
Lithia Motors
LAD
$6.98B
$18.5K ﹤0.01%
74
+4
VSNT
852
Versant Media Group
VSNT
$5.37B
$18.4K ﹤0.01%
+497
LNT icon
853
Alliant Energy
LNT
$20.2B
$18.3K ﹤0.01%
255
-86
MICC
854
The Magnum Ice Cream Company N.V.
MICC
$11.5B
$18.3K ﹤0.01%
1,223
-127
MLI icon
855
Mueller Industries
MLI
$12.5B
$18.3K ﹤0.01%
+330
BNS icon
856
Scotiabank
BNS
$105B
$18.2K ﹤0.01%
263
-30
VFC icon
857
VF Corp
VFC
$6.4B
$18K ﹤0.01%
1,062
+836
INVH icon
858
Invitation Homes
INVH
$18.1B
$18K ﹤0.01%
725
+20
REMX icon
859
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.66B
$18K ﹤0.01%
+205
AVB icon
860
AvalonBay Communities
AVB
$27.5B
$18K ﹤0.01%
110
+3
VLY icon
861
Valley National Bancorp
VLY
$8.08B
$17.9K ﹤0.01%
1,459
+1,088
ARI
862
Apollo Commercial Real Estate
ARI
$1.36B
$17.9K ﹤0.01%
1,692
-81
BYD icon
863
Boyd Gaming
BYD
$6.53B
$17.8K ﹤0.01%
216
-79
TAC icon
864
TransAlta
TAC
$4.26B
$17.7K ﹤0.01%
1,353
-51
KRG icon
865
Kite Realty
KRG
$5.82B
$17.6K ﹤0.01%
715
FNV icon
866
Franco-Nevada
FNV
$42B
$17.5K ﹤0.01%
71
VXF icon
867
Vanguard Extended Market ETF
VXF
$30.9B
$17.5K ﹤0.01%
85
RIOT icon
868
Riot Platforms
RIOT
$8.36B
$17.5K ﹤0.01%
1,415
+25
CVNA icon
869
Carvana
CVNA
$49.1B
$17.4K ﹤0.01%
275
-10
AXS icon
870
AXIS Capital
AXS
$8.36B
$17.3K ﹤0.01%
171
+138
CMC icon
871
Commercial Metals
CMC
$6.83B
$17.3K ﹤0.01%
281
VTRS icon
872
Viatris
VTRS
$19.4B
$17.2K ﹤0.01%
1,274
-262
FLY
873
Firefly Aerospace
FLY
$4.75B
$17.2K ﹤0.01%
+603
CMS icon
874
CMS Energy
CMS
$24B
$17.1K ﹤0.01%
221
DXCM icon
875
DexCom
DXCM
$27.5B
$17K ﹤0.01%
271
-37
33 34
35
36 37