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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
$469M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,752
New
Increased
Reduced
Closed

Top Buys

1 +$88.6M
2 +$54.6M
3 +$24.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
NVDA icon
NVIDIA
NVDA
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.36%
2 Financials 7.82%
3 Healthcare 7.65%
4 Consumer Discretionary 5.54%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ESE icon
476
ESCO Technologies
ESE
$8.98B
$61.7K 0.01%
+316
JOBY icon
477
Joby Aviation
JOBY
$9.13B
$61.6K 0.01%
+4,663
NEM icon
478
Newmont
NEM
$100B
$61.2K 0.01%
+613
LDOS icon
479
Leidos
LDOS
$13.1B
$60.6K 0.01%
+336
BCH icon
480
Banco de Chile
BCH
$19.2B
$60.6K 0.01%
+1,595
EIX icon
481
Edison International
EIX
$28.6B
$60.5K 0.01%
+1,008
VRSN icon
482
VeriSign
VRSN
$22.9B
$60.3K 0.01%
+248
PODD icon
483
Insulet
PODD
$10.3B
$60K 0.01%
+211
IDA icon
484
Idacorp
IDA
$8.16B
$59.5K 0.01%
+470
NWSA icon
485
News Corp Class A
NWSA
$13.7B
$59.4K 0.01%
+2,274
PAC icon
486
Grupo Aeroportuario del Pacifico
PAC
$14.6B
$59.3K 0.01%
+225
EXC icon
487
Exelon
EXC
$48B
$59.2K 0.01%
+1,359
ICLR icon
488
Icon
ICLR
$12.1B
$58.9K 0.01%
+323
HBAN icon
489
Huntington Bancshares
HBAN
$35.6B
$58.6K 0.01%
+3,380
TECH icon
490
Bio-Techne
TECH
$9.22B
$58.2K 0.01%
+990
VIPS icon
491
Vipshop
VIPS
$6.44B
$57.6K 0.01%
+3,257
PUK icon
492
Prudential
PUK
$32.8B
$57.4K 0.01%
+1,845
TDG icon
493
TransDigm Group
TDG
$74B
$57.2K 0.01%
+43
RH icon
494
RH
RH
$2.96B
$57K 0.01%
+318
ZLAB icon
495
Zai Lab
ZLAB
$2.07B
$56.9K 0.01%
+3,227
LUV icon
496
Southwest Airlines
LUV
$24.9B
$56.9K 0.01%
+1,377
RKLB icon
497
Rocket Lab Corp
RKLB
$53.4B
$56.7K 0.01%
+813
GFI icon
498
Gold Fields
GFI
$28.5B
$56.5K 0.01%
+1,295
TCOM icon
499
Trip.com Group
TCOM
$29.2B
$56.2K 0.01%
+781
TPL icon
500
Texas Pacific Land
TPL
$26B
$56K 0.01%
+195