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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
QSR icon
426
Restaurant Brands International
QSR
$25.2B
$84.8K 0.02%
1,148
-7
GL icon
427
Globe Life
GL
$13.6B
$83.6K 0.02%
601
+52
WTM icon
428
White Mountains Insurance
WTM
$5.01B
$83.5K 0.02%
38
+4
HBAN icon
429
Huntington Bancshares
HBAN
$35.6B
$83.5K 0.02%
5,333
+1,953
CASY icon
430
Casey's General Stores
CASY
$29.7B
$83K 0.02%
114
FLUT icon
431
Flutter Entertainment
FLUT
$17.1B
$82.2K 0.02%
806
-30
CFG icon
432
Citizens Financial Group
CFG
$29.4B
$82.1K 0.02%
1,369
+93
ORA icon
433
Ormat Technologies
ORA
$7.63B
$81.1K 0.02%
725
+25
XLF icon
434
State Street Financial Select Sector SPDR ETF
XLF
$51.6B
$81.1K 0.02%
+1,642
VMC icon
435
Vulcan Materials
VMC
$39.9B
$80.9K 0.02%
297
PAYX icon
436
Paychex
PAYX
$34.5B
$80.7K 0.02%
876
-38
CAH icon
437
Cardinal Health
CAH
$54.6B
$80.5K 0.02%
381
-1
CP icon
438
Canadian Pacific Kansas City
CP
$75.3B
$80.2K 0.02%
1,019
-10
BWA icon
439
BorgWarner
BWA
$14B
$80K 0.02%
1,474
SYY icon
440
Sysco
SYY
$38.5B
$80K 0.02%
1,121
-37
TPL icon
441
Texas Pacific Land
TPL
$26B
$79.7K 0.02%
168
-27
IJH icon
442
iShares Core S&P Mid-Cap ETF
IJH
$124B
$79.3K 0.02%
1,174
+929
TKC icon
443
Turkcell
TKC
$5.22B
$79.2K 0.02%
13,127
-82
TER icon
444
Teradyne
TER
$66.9B
$78.9K 0.02%
266
+130
CHTR icon
445
Charter Communications
CHTR
$16.2B
$78.8K 0.02%
365
-12
ONC
446
BeOne Medicines Ltd
ONC
$28.8B
$78.7K 0.02%
265
+4
OIH icon
447
VanEck Oil Services ETF
OIH
$2.04B
$78.5K 0.02%
+194
PYPL icon
448
PayPal
PYPL
$37.5B
$78.1K 0.02%
1,726
-489
SNN icon
449
Smith & Nephew
SNN
$12.8B
$77.7K 0.02%
2,446
-110
MAS icon
450
Masco
MAS
$15.7B
$76.4K 0.02%
1,265
16 17
18
19 20