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
NBIX icon
1151
Neurocrine Biosciences
NBIX
$17.5B
$4.96K ﹤0.01%
+35
PEGA icon
1152
Pegasystems
PEGA
$5.19B
$4.96K ﹤0.01%
+83
CBU icon
1153
Community Bank
CBU
$3.55B
$4.94K ﹤0.01%
+86
KMT icon
1154
Kennametal
KMT
$2.55B
$4.92K ﹤0.01%
+173
AMG icon
1155
Affiliated Managers Group
AMG
$9.1B
$4.9K ﹤0.01%
+17
CRDO icon
1156
Credo Technology Group
CRDO
$45.1B
$4.89K ﹤0.01%
+34
VNDA icon
1157
Vanda Pharmaceuticals
VNDA
$373M
$4.88K ﹤0.01%
+553
SR icon
1158
Spire
SR
$4.71B
$4.8K ﹤0.01%
+58
PRAX icon
1159
Praxis Precision Medicines
PRAX
$8.88B
$4.72K ﹤0.01%
+16
MIRM icon
1160
Mirum Pharmaceuticals
MIRM
$7.66B
$4.66K ﹤0.01%
+59
CDW icon
1161
CDW
CDW
$17B
$4.63K ﹤0.01%
+34
VRNS icon
1162
Varonis Systems
VRNS
$4.92B
$4.63K ﹤0.01%
+141
ABCB icon
1163
Ameris Bancorp
ABCB
$6.06B
$4.61K ﹤0.01%
+62
ZWS icon
1164
Zurn Elkay Water Solutions
ZWS
$8.2B
$4.6K ﹤0.01%
+99
IPGP icon
1165
IPG Photonics
IPGP
$4.47B
$4.58K ﹤0.01%
+64
FHB icon
1166
First Hawaiian
FHB
$3.65B
$4.55K ﹤0.01%
+180
BBWI icon
1167
Bath & Body Works
BBWI
$4.43B
$4.54K ﹤0.01%
+226
EMN icon
1168
Eastman Chemical
EMN
$7.87B
$4.53K ﹤0.01%
+71
SSB icon
1169
SouthState Bank Corp
SSB
$9.78B
$4.52K ﹤0.01%
+48
BMRN icon
1170
BioMarin Pharmaceuticals
BMRN
$11.4B
$4.52K ﹤0.01%
+76
CGNX icon
1171
Cognex
CGNX
$11.3B
$4.46K ﹤0.01%
+124
TPH
1172
DELISTED
Tri Pointe Homes
TPH
$4.44K ﹤0.01%
+141
COMP icon
1173
Compass
COMP
$9.43B
$4.43K ﹤0.01%
+419
OI icon
1174
O-I Glass
OI
$1.5B
$4.43K ﹤0.01%
+300
BKH icon
1175
Black Hills Corp
BKH
$5.62B
$4.37K ﹤0.01%
+63