We are live on ! Find out more
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
CRWD icon
326
CrowdStrike
CRWD
$171B
$138K 0.03%
354
-36
HAL icon
327
Halliburton
HAL
$28.3B
$138K 0.03%
3,531
CCEP icon
328
Coca-Cola Europacific Partners
CCEP
$43.7B
$138K 0.03%
1,518
-8
LYG icon
329
Lloyds Banking Group
LYG
$81.6B
$136K 0.03%
27,074
ENB icon
330
Enbridge
ENB
$121B
$136K 0.03%
2,512
-124
CBOE icon
331
Cboe Global Markets
CBOE
$26.1B
$135K 0.03%
482
NWG icon
332
NatWest
NWG
$67.6B
$134K 0.03%
9,016
EQIX icon
333
Equinix
EQIX
$108B
$134K 0.03%
137
+1
IRM icon
334
Iron Mountain
IRM
$38.9B
$134K 0.03%
1,314
+37
FDS icon
335
Factset
FDS
$7.89B
$133K 0.03%
614
-2
HDB icon
336
HDFC Bank
HDB
$131B
$133K 0.03%
5,343
-1,484
BE icon
337
Bloom Energy
BE
$92.8B
$132K 0.03%
975
+19
AEE icon
338
Ameren
AEE
$31.4B
$131K 0.03%
1,195
-58
CEG icon
339
Constellation Energy
CEG
$95.7B
$130K 0.03%
464
-3
TRP icon
340
TC Energy
TRP
$72.3B
$129K 0.03%
2,067
BDX icon
341
Becton Dickinson
BDX
$40.7B
$129K 0.03%
822
-4
DTE icon
342
DTE Energy
DTE
$31.4B
$129K 0.03%
882
MCO icon
343
Moody's
MCO
$78.6B
$127K 0.03%
292
-1
NOK icon
344
Nokia
NOK
$77.1B
$126K 0.03%
15,732
CIEN icon
345
Ciena
CIEN
$65.6B
$126K 0.03%
324
+12
BEKE icon
346
KE Holdings
BEKE
$16.5B
$126K 0.03%
8,399
+704
ECL icon
347
Ecolab
ECL
$77.8B
$124K 0.03%
468
-114
YUM icon
348
Yum! Brands
YUM
$42.2B
$124K 0.03%
800
-288
UMC icon
349
United Microelectronic
UMC
$70.3B
$124K 0.03%
13,779
ULTA icon
350
Ulta Beauty
ULTA
$20.6B
$123K 0.03%
236
+2
12 13
14
15 16