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BWAL

Basecamp Wealth Advisors LLC 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
SPG icon
226
Simon Property Group
SPG
$72B
$230K 0.05%
1,236
+3
FIX icon
227
Comfort Systems
FIX
$68.8B
$230K 0.05%
167
+37
IHG icon
228
InterContinental Hotels
IHG
$25.6B
$230K 0.05%
1,724
VTEB icon
229
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$229K 0.05%
4,597
ROST icon
230
Ross Stores
ROST
$73.3B
$229K 0.05%
1,056
+60
MAR icon
231
Marriott International
MAR
$101B
$228K 0.05%
697
CCJ icon
232
Cameco
CCJ
$46.4B
$227K 0.05%
2,089
MCHP icon
233
Microchip Technology
MCHP
$50.1B
$226K 0.05%
3,496
ETN icon
234
Eaton
ETN
$157B
$223K 0.05%
623
-2
IUSG icon
235
iShares Core S&P US Growth ETF
IUSG
$31.1B
$222K 0.05%
+1,432
DASH icon
236
DoorDash
DASH
$77.5B
$221K 0.05%
1,473
SRE icon
237
Sempra
SRE
$60.6B
$220K 0.05%
2,263
STX icon
238
Seagate
STX
$225B
$219K 0.05%
559
+55
VNQI icon
239
Vanguard Global ex-US Real Estate ETF
VNQI
$3.37B
$219K 0.05%
4,924
MET icon
240
MetLife
MET
$54.4B
$218K 0.05%
3,085
-15
CMCSA icon
241
Comcast
CMCSA
$80.9B
$218K 0.05%
7,592
-1,069
FTNT icon
242
Fortinet
FTNT
$106B
$217K 0.04%
2,658
+195
BNY
243
Bank of New York Mellon
BNY
$98.5B
$215K 0.04%
1,815
-71
WMB icon
244
Williams Companies
WMB
$92.8B
$214K 0.04%
2,938
MFC icon
245
Manulife Financial
MFC
$66.1B
$213K 0.04%
6,195
FCX icon
246
Freeport-McMoran
FCX
$88.9B
$212K 0.04%
3,603
+217
SNDK
247
Sandisk
SNDK
$284B
$212K 0.04%
333
+24
VRSK icon
248
Verisk Analytics
VRSK
$23.6B
$208K 0.04%
1,095
+3
BN icon
249
Brookfield
BN
$95.9B
$207K 0.04%
5,106
CL icon
250
Colgate-Palmolive
CL
$73.5B
$206K 0.04%
2,420
-427
8 9
10
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