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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
PODD icon
476
Insulet
PODD
$10.3B
$65.7K 0.01%
313
+102
BX icon
477
Blackstone
BX
$138B
$65.4K 0.01%
569
-39
Z icon
478
Zillow
Z
$6.99B
$65K 0.01%
1,572
+23
WCN
479
Waste Connections
WCN
$42.3B
$65K 0.01%
400
LH icon
480
Labcorp
LH
$21.7B
$64.8K 0.01%
243
-117
DAR icon
481
Darling Ingredients
DAR
$8.37B
$64.4K 0.01%
1,042
+270
LEN icon
482
Lennar Class A
LEN
$22.9B
$64.4K 0.01%
742
+18
DG icon
483
Dollar General
DG
$26.3B
$63.4K 0.01%
534
+199
HEI icon
484
HEICO Corp
HEI
$46.8B
$63.3K 0.01%
231
-8
Q
485
Qnity Electronics Inc
Q
$33.2B
$63.2K 0.01%
548
+20
WAB icon
486
Wabtec
WAB
$46.2B
$62.7K 0.01%
251
-72
SLF icon
487
Sun Life Financial
SLF
$42.8B
$62.2K 0.01%
994
-8
WDS icon
488
Woodside Energy
WDS
$36.2B
$61.3K 0.01%
2,565
GWW icon
489
W.W. Grainger
GWW
$63.4B
$61.1K 0.01%
56
-8
VLTO icon
490
Veralto
VLTO
$21.2B
$60.5K 0.01%
684
UAL icon
491
United Airlines
UAL
$42.4B
$60.2K 0.01%
654
+159
LSCC icon
492
Lattice Semiconductor
LSCC
$19.7B
$60K 0.01%
647
NE icon
493
Noble Corp
NE
$6.25B
$59.5K 0.01%
1,213
-485
GSK icon
494
GSK
GSK
$102B
$59.5K 0.01%
1,078
-17
THG icon
495
Hanover Insurance
THG
$7.36B
$59.5K 0.01%
343
+55
DOW icon
496
Dow Inc
DOW
$21.2B
$59.3K 0.01%
1,423
+478
BCH icon
497
Banco de Chile
BCH
$19.2B
$59.1K 0.01%
1,595
STNE icon
498
StoneCo
STNE
$2.63B
$59K 0.01%
4,179
-59
ALLE icon
499
Allegion
ALLE
$11.5B
$59K 0.01%
406
GFI icon
500
Gold Fields
GFI
$28.5B
$58.8K 0.01%
1,296
+1
18 19
20
21 22