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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
APH icon
176
Amphenol
APH
$202B
$333K 0.07%
2,635
+173
ING icon
177
ING
ING
$91.8B
$333K 0.07%
12,768
RDY icon
178
Dr. Reddy's Laboratories
RDY
$12B
$324K 0.07%
23,373
-1,691
RIO icon
179
Rio Tinto
RIO
$154B
$320K 0.07%
3,429
ORLY icon
180
O'Reilly Automotive
ORLY
$74.8B
$319K 0.07%
3,456
+1
T icon
181
AT&T
T
$143B
$317K 0.07%
10,941
+89
UL icon
182
Unilever
UL
$135B
$317K 0.07%
5,566
-156
INTU icon
183
Intuit
INTU
$75.3B
$313K 0.06%
724
+52
BP icon
184
BP
BP
$96.3B
$310K 0.06%
6,605
-81
NOW icon
185
ServiceNow
NOW
$110B
$304K 0.06%
2,909
+121
ENLT icon
186
Enlight Renewable Energy
ENLT
$11.8B
$303K 0.06%
4,438
EQNR icon
187
Equinor
EQNR
$79.8B
$302K 0.06%
7,149
TMO icon
188
Thermo Fisher Scientific
TMO
$195B
$301K 0.06%
612
-3
TFC icon
189
Truist Financial
TFC
$63.5B
$298K 0.06%
6,487
-370
PLD icon
190
Prologis
PLD
$130B
$295K 0.06%
2,235
DUK icon
191
Duke Energy
DUK
$101B
$294K 0.06%
2,248
-4
AMT icon
192
American Tower
AMT
$77.4B
$293K 0.06%
1,695
-56
CB icon
193
Chubb
CB
$140B
$292K 0.06%
895
-29
ITOT icon
194
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
$292K 0.06%
+2,048
STM icon
195
STMicroelectronics
STM
$60.7B
$292K 0.06%
8,439
WDC icon
196
Western Digital
WDC
$186B
$290K 0.06%
1,073
+170
MMM icon
197
3M
MMM
$83.7B
$289K 0.06%
1,992
MRSH
198
Marsh
MRSH
$86B
$285K 0.06%
1,643
+233
RF icon
199
Regions Financial
RF
$25.8B
$280K 0.06%
10,710
APD icon
200
Air Products & Chemicals
APD
$70B
$279K 0.06%
962
6 7
8
9 10