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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
LW icon
551
Lamb Weston
LW
$6.38B
$45.7K 0.01%
+1,092
AME icon
552
Ametek
AME
$55.3B
$45.6K 0.01%
+222
CFR icon
553
Cullen/Frost Bankers
CFR
$9.57B
$45.5K 0.01%
+359
PKX icon
554
POSCO
PKX
$15.8B
$44.7K 0.01%
+840
DG icon
555
Dollar General
DG
$25.7B
$44.5K 0.01%
+335
HOOD icon
556
Robinhood
HOOD
$84.7B
$44.3K 0.01%
+392
SCI icon
557
Service Corp International
SCI
$10.1B
$44.1K 0.01%
+565
PHG icon
558
Philips
PHG
$26.5B
$43.9K 0.01%
+1,680
SUI icon
559
Sun Communities
SUI
$14.7B
$43.7K 0.01%
+353
CTSH icon
560
Cognizant
CTSH
$19.3B
$43.7K 0.01%
+527
ROKU icon
561
Roku
ROKU
$20B
$43.6K 0.01%
+402
GEN icon
562
Gen Digital
GEN
$14.1B
$43.5K 0.01%
+1,601
JD icon
563
JD.com
JD
$33.6B
$43.5K 0.01%
+1,515
CF icon
564
CF Industries
CF
$15.7B
$43.2K 0.01%
+558
Q
565
Qnity Electronics Inc
Q
$34.1B
$43.1K 0.01%
+528
GDDY icon
566
GoDaddy
GDDY
$10.6B
$42.8K 0.01%
+345
ERIE icon
567
Erie Indemnity
ERIE
$12B
$42.7K 0.01%
+149
ODFL icon
568
Old Dominion Freight Line
ODFL
$47B
$42.6K 0.01%
+272
MTN icon
569
Vail Resorts
MTN
$4.96B
$42.4K 0.01%
+319
HLN icon
570
Haleon
HLN
$40.9B
$42K 0.01%
+4,151
ALLY icon
571
Ally Financial
ALLY
$14.2B
$41.7K 0.01%
+921
WBD icon
572
Warner Bros
WBD
$68.3B
$41.7K 0.01%
+1,446
DD icon
573
DuPont de Nemours
DD
$18.6B
$41.5K 0.01%
+344
MGM icon
574
MGM Resorts International
MGM
$12.3B
$41.1K 0.01%
+1,127
MKL icon
575
Markel Group
MKL
$23.7B
$40.8K 0.01%
+19