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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
LOGI icon
201
Logitech
LOGI
$13.5B
$279K 0.06%
3,057
-6
ROL icon
202
Rollins
ROL
$20.9B
$279K 0.06%
5,215
+68
E icon
203
ENI
E
$68.3B
$278K 0.06%
4,911
ACN icon
204
Accenture
ACN
$84.1B
$277K 0.06%
1,399
+59
ESGD icon
205
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$269K 0.06%
2,813
+300
PKX icon
206
POSCO
PKX
$15.8B
$269K 0.06%
4,594
+3,754
BURL icon
207
Burlington
BURL
$19.7B
$266K 0.05%
816
+79
ADBE icon
208
Adobe
ADBE
$87.3B
$260K 0.05%
1,070
+7
SBSW icon
209
Sibanye-Stillwater
SBSW
$6.34B
$259K 0.05%
21,058
+577
NOC icon
210
Northrop Grumman
NOC
$78B
$256K 0.05%
375
+4
NET icon
211
Cloudflare
NET
$86B
$254K 0.05%
1,232
-2
AWK icon
212
American Water Works
AWK
$26.7B
$254K 0.05%
1,863
+37
NRG icon
213
NRG Energy
NRG
$28.8B
$253K 0.05%
1,734
CNQ icon
214
Canadian Natural Resources
CNQ
$82.7B
$253K 0.05%
5,186
-578
NUE icon
215
Nucor
NUE
$50.3B
$251K 0.05%
1,486
EBAY icon
216
eBay
EBAY
$51B
$251K 0.05%
2,754
AZO icon
217
AutoZone
AZO
$51.6B
$250K 0.05%
74
-4
EA icon
218
Electronic Arts
EA
$51.5B
$248K 0.05%
1,215
CI icon
219
Cigna
CI
$76.1B
$245K 0.05%
920
+59
VZ icon
220
Verizon
VZ
$178B
$241K 0.05%
4,810
-335
TRV icon
221
Travelers Companies
TRV
$72.8B
$239K 0.05%
821
+27
BABA icon
222
Alibaba
BABA
$231B
$239K 0.05%
1,905
-491
BSX icon
223
Boston Scientific
BSX
$67.1B
$235K 0.05%
3,740
+1,170
BLK icon
224
Blackrock
BLK
$154B
$234K 0.05%
244
+17
TS icon
225
Tenaris
TS
$27.3B
$234K 0.05%
4,024
-22
7 8
9
10 11