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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
CCI icon
401
Crown Castle
CCI
$35.9B
$97.9K 0.02%
1,204
-220
CMG icon
402
Chipotle Mexican Grill
CMG
$40.6B
$97.5K 0.02%
3,046
+16
MOH icon
403
Molina Healthcare
MOH
$10.5B
$95.4K 0.02%
716
+144
PCG icon
404
PG&E
PCG
$37.7B
$94.5K 0.02%
5,378
+2,904
NMR icon
405
Nomura Holdings
NMR
$25.2B
$94.5K 0.02%
11,975
NGG icon
406
National Grid
NGG
$82.4B
$94.2K 0.02%
1,114
-20
ROK icon
407
Rockwell Automation
ROK
$51.2B
$94K 0.02%
262
+10
OMC icon
408
Omnicom Group
OMC
$21B
$92.3K 0.02%
1,226
UNM icon
409
Unum
UNM
$14.2B
$91.7K 0.02%
1,255
+7
NEM icon
410
Newmont
NEM
$100B
$91.1K 0.02%
842
+229
BR icon
411
Broadridge
BR
$16.2B
$90K 0.02%
554
+7
ESML icon
412
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.85B
$89.5K 0.02%
1,904
BAP icon
413
Credicorp
BAP
$29.9B
$89.2K 0.02%
263
ESE icon
414
ESCO Technologies
ESE
$8.98B
$88.9K 0.02%
316
IR icon
415
Ingersoll Rand
IR
$30.6B
$88.6K 0.02%
1,106
GM icon
416
General Motors
GM
$71.2B
$88.6K 0.02%
1,189
+294
EW icon
417
Edwards Lifesciences
EW
$51.6B
$88.1K 0.02%
1,100
PI icon
418
Impinj
PI
$3.9B
$87.4K 0.02%
851
-18
EIX icon
419
Edison International
EIX
$28.6B
$87.1K 0.02%
1,190
+182
IP icon
420
International Paper
IP
$20.3B
$86.7K 0.02%
2,428
+15
FISV
421
Fiserv Inc
FISV
$25.7B
$86.4K 0.02%
1,548
+82
JKHY icon
422
Jack Henry & Associates
JKHY
$9.1B
$86.3K 0.02%
546
-3
HPQ icon
423
HP
HPQ
$21.3B
$86.3K 0.02%
4,491
+339
NVR icon
424
NVR
NVR
$18.3B
$85.7K 0.02%
13
-3
AMPH icon
425
Amphastar Pharmaceuticals
AMPH
$927M
$85.3K 0.02%
4,356
-32
15 16
17
18 19