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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
SAP icon
76
SAP
SAP
$190B
$738K 0.15%
4,313
+1
PCAR icon
77
PACCAR
PCAR
$62.9B
$719K 0.15%
6,223
ABT icon
78
Abbott
ABT
$166B
$714K 0.15%
6,955
-1
NEE icon
79
NextEra Energy
NEE
$184B
$712K 0.15%
7,665
+18
MCK icon
80
McKesson
MCK
$92.1B
$705K 0.15%
815
DE icon
81
Deere & Co
DE
$168B
$688K 0.14%
1,221
-19
SBUX icon
82
Starbucks
SBUX
$119B
$679K 0.14%
7,579
-405
COP icon
83
ConocoPhillips
COP
$128B
$669K 0.14%
5,069
-25
GNR icon
84
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.52B
$666K 0.14%
+8,919
TXN icon
85
Texas Instruments
TXN
$267B
$663K 0.14%
3,416
ESGU icon
86
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$659K 0.14%
4,660
+1,060
PEP icon
87
PepsiCo
PEP
$197B
$657K 0.14%
4,231
-21
NLY icon
88
Annaly Capital Management
NLY
$16.5B
$654K 0.14%
30,919
+30,482
LIN icon
89
Linde
LIN
$253B
$652K 0.14%
1,316
-48
PANW icon
90
Palo Alto Networks
PANW
$284B
$649K 0.13%
4,050
+648
MS icon
91
Morgan Stanley
MS
$337B
$646K 0.13%
3,928
GEV icon
92
GE Vernova
GEV
$299B
$641K 0.13%
735
+36
UBS icon
93
UBS Group
UBS
$167B
$639K 0.13%
16,352
-1
UNP icon
94
Union Pacific
UNP
$168B
$633K 0.13%
2,611
-183
UNH icon
95
UnitedHealth
UNH
$386B
$612K 0.13%
2,262
+101
SCHW
96
Charles Schwab
SCHW
$169B
$595K 0.12%
6,327
MCD icon
97
McDonald's
MCD
$199B
$594K 0.12%
1,910
RACE icon
98
Ferrari
RACE
$67.7B
$591K 0.12%
1,746
SONY icon
99
Sony
SONY
$122B
$590K 0.12%
28,507
-55
CHD icon
100
Church & Dwight Co
CHD
$23.4B
$585K 0.12%
6,273
-65
2 3
4
5 6