BWL

Basepoint Wealth LLC Portfolio holdings

AUM $129M
1-Year Est. Return 26.02%
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$13.4M
3 +$11.8M
4
CVS icon
CVS Health
CVS
+$4.89M
5
DE icon
Deere & Co
DE
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.83%
2 Industrials 7.89%
3 Financials 7.7%
4 Consumer Staples 7.4%
5 Technology 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$142K 0.14%
+10,087