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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
HLT icon
551
Hilton Worldwide
HLT
$78.2B
$49.7K 0.01%
163
+2
RIG icon
552
Transocean
RIG
$5.58B
$49.6K 0.01%
7,488
-146
ALNY icon
553
Alnylam Pharmaceuticals
ALNY
$39.3B
$49.6K 0.01%
150
+27
RCL icon
554
Royal Caribbean
RCL
$86.1B
$49.6K 0.01%
180
+10
COLD icon
555
Americold
COLD
$4.03B
$49.2K 0.01%
4,296
+3,776
JBS
556
JBS N.V.
JBS
$40.1B
$49K 0.01%
2,729
RKLB icon
557
Rocket Lab Corp
RKLB
$53.4B
$48.7K 0.01%
758
-55
CTAS icon
558
Cintas
CTAS
$68.4B
$48.5K 0.01%
287
-6
TD icon
559
Toronto Dominion Bank
TD
$196B
$48K 0.01%
514
MOS icon
560
The Mosaic Company
MOS
$6.63B
$47.7K 0.01%
1,872
+399
DELL icon
561
Dell
DELL
$280B
$47.6K 0.01%
290
-19
AME icon
562
Ametek
AME
$53.9B
$47.6K 0.01%
222
FHN icon
563
First Horizon
FHN
$12B
$47.2K 0.01%
2,073
+746
LW icon
564
Lamb Weston
LW
$6.31B
$47K 0.01%
1,113
+21
RBA icon
565
RB Global
RBA
$21B
$46.8K 0.01%
488
-5
FUTU icon
566
Futu Holdings
FUTU
$13.8B
$46.6K 0.01%
341
RPRX icon
567
Royalty Pharma
RPRX
$24.1B
$46.6K 0.01%
972
+173
SCI icon
568
Service Corp International
SCI
$10.2B
$46.6K 0.01%
565
MLCO icon
569
Melco Resorts & Entertainment
MLCO
$2.12B
$46.4K 0.01%
8,177
XP icon
570
XP
XP
$8.04B
$46.2K 0.01%
2,429
-51
EQR icon
571
Equity Residential
EQR
$24.8B
$46.2K 0.01%
781
APA icon
572
APA Corp
APA
$11.8B
$46.2K 0.01%
1,088
RJF icon
573
Raymond James Financial
RJF
$30.2B
$46K 0.01%
318
JBHT icon
574
JB Hunt Transport Services
JBHT
$25.4B
$46K 0.01%
217
+155
MSCI icon
575
MSCI
MSCI
$42B
$45.8K 0.01%
85
-2
21 22
23
24 25