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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
ACAD icon
1351
Acadia Pharmaceuticals
ACAD
$4.45B
$2.49K ﹤0.01%
112
-95
BANR icon
1352
Banner Corp
BANR
$2.28B
$2.49K ﹤0.01%
+41
CSTM icon
1353
Constellium
CSTM
$4.02B
$2.48K ﹤0.01%
+101
VSS icon
1354
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$2.48K ﹤0.01%
17
ANF icon
1355
Abercrombie & Fitch
ANF
$4.11B
$2.47K ﹤0.01%
27
+13
GT icon
1356
Goodyear
GT
$1.89B
$2.44K ﹤0.01%
368
GLBE icon
1357
Global E Online
GLBE
$6.19B
$2.44K ﹤0.01%
79
+3
SITM icon
1358
SiTime
SITM
$18B
$2.42K ﹤0.01%
7
-3
SCHH icon
1359
Schwab US REIT ETF
SCHH
$11.3B
$2.41K ﹤0.01%
112
VST icon
1360
Vistra
VST
$50.9B
$2.4K ﹤0.01%
16
-31
UBSI icon
1361
United Bankshares
UBSI
$6.39B
$2.4K ﹤0.01%
58
HMN icon
1362
Horace Mann Educators
HMN
$2.17B
$2.39K ﹤0.01%
+56
JJSF icon
1363
J&J Snack Foods
JJSF
$1.42B
$2.38K ﹤0.01%
30
+10
FCPT icon
1364
Four Corners Property Trust
FCPT
$2.76B
$2.37K ﹤0.01%
100
UE icon
1365
Urban Edge Properties
UE
$2.89B
$2.34K ﹤0.01%
117
APLE icon
1366
Apple Hospitality REIT
APLE
$3.93B
$2.34K ﹤0.01%
203
-72
GTX icon
1367
Garrett Motion
GTX
$5.94B
$2.31K ﹤0.01%
+127
HY icon
1368
Hyster-Yale Materials Handling
HY
$573M
$2.31K ﹤0.01%
71
NVTS icon
1369
Navitas Semiconductor
NVTS
$3.52B
$2.3K ﹤0.01%
262
ASIX icon
1370
AdvanSix
ASIX
$547M
$2.29K ﹤0.01%
94
+89
VSAT icon
1371
Viasat
VSAT
$11.3B
$2.29K ﹤0.01%
50
-24
OPEN icon
1372
Opendoor
OPEN
$4.73B
$2.29K ﹤0.01%
489
+226
DMC
1373
Del Monte Corp
DMC
$1.34B
$2.25K ﹤0.01%
56
EXTR icon
1374
Extreme Networks
EXTR
$3.9B
$2.23K ﹤0.01%
+148
KBH icon
1375
KB Home
KBH
$3.75B
$2.23K ﹤0.01%
43
+10
53 54
55
56 57