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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
REGN icon
301
Regeneron Pharmaceuticals
REGN
$65.4B
$157K 0.03%
203
+39
AIG icon
302
American International
AIG
$40.4B
$155K 0.03%
2,059
+4
PRU icon
303
Prudential Financial
PRU
$36.9B
$154K 0.03%
1,576
+70
SPXC icon
304
SPX Corp
SPXC
$11.9B
$153K 0.03%
766
SO icon
305
Southern Company
SO
$108B
$153K 0.03%
1,586
-2
NKE icon
306
Nike
NKE
$61.9B
$153K 0.03%
2,897
+89
DPZ icon
307
Domino's
DPZ
$9.57B
$153K 0.03%
426
+14
SBS icon
308
Sabesp
SBS
$19.4B
$152K 0.03%
24,930
+671
SCCO icon
309
Southern Copper
SCCO
$143B
$151K 0.03%
889
-1
UPS icon
310
United Parcel Service
UPS
$90.2B
$151K 0.03%
1,536
-39
SU icon
311
Suncor Energy
SU
$64.3B
$148K 0.03%
2,245
LHX icon
312
L3Harris
LHX
$53.5B
$147K 0.03%
425
MPWR icon
313
Monolithic Power Systems
MPWR
$70.5B
$147K 0.03%
134
GD icon
314
General Dynamics
GD
$93.1B
$146K 0.03%
426
PH icon
315
Parker-Hannifin
PH
$121B
$146K 0.03%
163
+2
MTB icon
316
M&T Bank
MTB
$34.2B
$146K 0.03%
704
JHX icon
317
James Hardie Industries
JHX
$15B
$145K 0.03%
7,680
-164
AMP icon
318
Ameriprise Financial
AMP
$41.4B
$144K 0.03%
325
+27
TGT icon
319
Target
TGT
$64.1B
$143K 0.03%
1,179
+5
MO icon
320
Altria Group
MO
$120B
$143K 0.03%
2,162
-129
GIS icon
321
General Mills
GIS
$18.6B
$142K 0.03%
3,824
+599
ALC icon
322
Alcon
ALC
$33.1B
$142K 0.03%
1,887
-13
VIG icon
323
Vanguard Dividend Appreciation ETF
VIG
$108B
$141K 0.03%
655
-99
XLE icon
324
State Street Energy Select Sector SPDR ETF
XLE
$36.1B
$140K 0.03%
2,278
ICE icon
325
Intercontinental Exchange
ICE
$73.5B
$139K 0.03%
885
-222
11 12
13
14 15