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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
WEC icon
601
WEC Energy
WEC
$38.4B
$38K 0.01%
+360
LEA icon
602
Lear
LEA
$6.84B
$37.9K 0.01%
+331
EWBC icon
603
East-West Bancorp
EWBC
$17.8B
$37.8K 0.01%
+336
TILE icon
604
Interface
TILE
$2.04B
$37.5K 0.01%
+1,343
GMAB icon
605
Genmab
GMAB
$15.8B
$37.5K 0.01%
+1,217
ASTS icon
606
AST SpaceMobile
ASTS
$20.3B
$37.3K 0.01%
+514
J icon
607
Jacobs Solutions
J
$14.7B
$37.2K 0.01%
+281
AROC icon
608
Archrock
AROC
$7.23B
$37.2K 0.01%
+1,430
MMS icon
609
Maximus
MMS
$2.94B
$36.9K 0.01%
+428
PTCT icon
610
PTC Therapeutics
PTCT
$7.1B
$36.7K 0.01%
+483
VEEV icon
611
Veeva Systems
VEEV
$27B
$36.6K 0.01%
+164
NI icon
612
NiSource
NI
$23.2B
$36.5K 0.01%
+874
AX icon
613
Axos Financial
AX
$5.43B
$36.3K 0.01%
+421
CVE icon
614
Cenovus Energy
CVE
$45.7B
$36.2K 0.01%
+2,139
CINF icon
615
Cincinnati Financial
CINF
$27.8B
$35.8K 0.01%
+219
MOS icon
616
The Mosaic Company
MOS
$7.07B
$35.5K 0.01%
+1,473
ABNB icon
617
Airbnb
ABNB
$84.9B
$35.4K 0.01%
+261
QFIN icon
618
Qfin Holdings
QFIN
$1.84B
$35.2K 0.01%
+1,825
CADE
619
DELISTED
Cadence Bank
CADE
$35.1K 0.01%
+820
NDAQ icon
620
Nasdaq
NDAQ
$44.5B
$35K 0.01%
+360
ZBRA icon
621
Zebra Technologies
ZBRA
$11.8B
$35K 0.01%
+144
AJG icon
622
Arthur J. Gallagher & Co
AJG
$57.3B
$34.9K 0.01%
+135
SLM icon
623
SLM Corp
SLM
$4.67B
$34.6K 0.01%
+1,280
SCHX icon
624
Schwab US Large- Cap ETF
SCHX
$70.1B
$34.6K 0.01%
+1,287
BAM icon
625
Brookfield Asset Management
BAM
$71.6B
$34.6K 0.01%
+661