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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
CVS icon
251
CVS Health
CVS
$130B
$206K 0.04%
2,867
-104
SYK icon
252
Stryker
SYK
$120B
$205K 0.04%
625
+15
CMI icon
253
Cummins
CMI
$95.9B
$204K 0.04%
379
+25
EXPD icon
254
Expeditors International
EXPD
$20.9B
$204K 0.04%
1,423
+17
ADI icon
255
Analog Devices
ADI
$201B
$204K 0.04%
640
+10
BILI icon
256
Bilibili
BILI
$6.88B
$203K 0.04%
9,008
VB icon
257
Vanguard Small-Cap ETF
VB
$79.7B
$202K 0.04%
773
SHW icon
258
Sherwin-Williams
SHW
$82.2B
$202K 0.04%
631
-4
MT icon
259
ArcelorMittal
MT
$46.5B
$202K 0.04%
3,891
DLR icon
260
Digital Realty Trust
DLR
$67.8B
$201K 0.04%
1,117
-3
CRH icon
261
CRH
CRH
$74.9B
$200K 0.04%
1,900
-46
XEL icon
262
Xcel Energy
XEL
$50.9B
$199K 0.04%
2,510
-76
COR icon
263
Cencora
COR
$55.3B
$199K 0.04%
634
ELV icon
264
Elevance Health
ELV
$83.4B
$198K 0.04%
678
-19
DB icon
265
Deutsche Bank
DB
$65B
$197K 0.04%
6,615
-32
AEG icon
266
Aegon
AEG
$12.6B
$197K 0.04%
27,082
PEG icon
267
Public Service Enterprise Group
PEG
$40.8B
$196K 0.04%
2,421
KR icon
268
Kroger
KR
$35.8B
$194K 0.04%
2,680
+895
TRGP icon
269
Targa Resources
TRGP
$57.2B
$193K 0.04%
771
-190
ADM icon
270
Archer Daniels Midland
ADM
$36.2B
$191K 0.04%
2,633
DIS icon
271
Walt Disney
DIS
$176B
$191K 0.04%
1,985
-24
CARR icon
272
Carrier Global
CARR
$61.5B
$191K 0.04%
3,384
+9
IMO icon
273
Imperial Oil
IMO
$54.4B
$188K 0.04%
1,434
-8
WM icon
274
Waste Management
WM
$89.7B
$186K 0.04%
811
SUNB
275
Sunbelt Rentals Holdings
SUNB
$30.3B
$185K 0.04%
+2,840
9 10
11
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