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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
ARWR icon
1426
Arrowhead Research
ARWR
$11.8B
$1.82K ﹤0.01%
29
-27
PNW icon
1427
Pinnacle West Capital
PNW
$13.3B
$1.81K ﹤0.01%
18
ONON icon
1428
On Holding
ONON
$12.3B
$1.8K ﹤0.01%
53
-32
RGTI icon
1429
Rigetti Computing
RGTI
$5.96B
$1.8K ﹤0.01%
128
+16
CRBU icon
1430
Caribou Biosciences
CRBU
$181M
$1.78K ﹤0.01%
937
TNK icon
1431
Teekay Tankers
TNK
$2.34B
$1.76K ﹤0.01%
+24
SRAD icon
1432
Sportradar
SRAD
$4.44B
$1.76K ﹤0.01%
105
NPKI
1433
NPK International
NPKI
$1.21B
$1.75K ﹤0.01%
121
+42
FG icon
1434
F&G Annuities & Life
FG
$3.7B
$1.75K ﹤0.01%
69
+59
COHU icon
1435
Cohu
COHU
$2.8B
$1.75K ﹤0.01%
+57
MDU icon
1436
MDU Resources
MDU
$4.33B
$1.74K ﹤0.01%
84
ASB icon
1437
Associated Banc-Corp
ASB
$5.79B
$1.73K ﹤0.01%
+67
FULC icon
1438
Fulcrum Therapeutics
FULC
$256M
$1.73K ﹤0.01%
+225
CRNX icon
1439
Crinetics Pharmaceuticals
CRNX
$4.45B
$1.71K ﹤0.01%
47
-116
OIS icon
1440
Oil States International
OIS
$465M
$1.7K ﹤0.01%
146
+60
ALCO icon
1441
Alico
ALCO
$310M
$1.69K ﹤0.01%
41
CECO icon
1442
Ceco Environmental
CECO
$4.8B
$1.67K ﹤0.01%
+28
MMI icon
1443
Marcus & Millichap
MMI
$1.21B
$1.65K ﹤0.01%
+62
SFIX
1444
Stitch Fix
SFIX
$512M
$1.65K ﹤0.01%
+498
MTDR icon
1445
Matador Resources
MTDR
$6.23B
$1.64K ﹤0.01%
26
TAP icon
1446
Molson Coors Class B
TAP
$7.46B
$1.64K ﹤0.01%
38
+12
EG icon
1447
Everest Group
EG
$14.7B
$1.63K ﹤0.01%
5
+3
PUMP icon
1448
ProPetro Holding
PUMP
$1.48B
$1.63K ﹤0.01%
113
NXST icon
1449
Nexstar Media Group
NXST
$5.53B
$1.63K ﹤0.01%
9
-53
PPLI
1450
People Inc
PPLI
$3.48B
$1.6K ﹤0.01%
40
+26
56 57
58
59 60