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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
EXEL icon
626
Exelixis
EXEL
$13.3B
$37.8K 0.01%
881
+12
ERIE icon
627
Erie Indemnity
ERIE
$12.2B
$37.4K 0.01%
149
IT icon
628
Gartner
IT
$8.71B
$37.4K 0.01%
236
+122
HYD icon
629
VanEck High Yield Muni ETF
HYD
$4.51B
$37.2K 0.01%
+742
CNX icon
630
CNX Resources
CNX
$4.77B
$36.7K 0.01%
952
-88
ALLY icon
631
Ally Financial
ALLY
$14.4B
$36.6K 0.01%
934
+13
RRC icon
632
Range Resources
RRC
$8.56B
$36.5K 0.01%
807
-75
ICLR icon
633
Icon
ICLR
$12.7B
$36.3K 0.01%
328
+5
J icon
634
Jacobs Solutions
J
$14.8B
$35.8K 0.01%
281
EME icon
635
Emcor
EME
$39B
$35.4K 0.01%
48
+47
BSAC icon
636
Banco Santander Chile
BSAC
$15.3B
$35.4K 0.01%
1,061
VALE icon
637
Vale
VALE
$64B
$35.1K 0.01%
2,205
PRIM icon
638
Primoris Services
PRIM
$5.21B
$35K 0.01%
245
-32
FCFS icon
639
FirstCash
FCFS
$9.73B
$35K 0.01%
186
-8
MUR icon
640
Murphy Oil
MUR
$5.03B
$34.9K 0.01%
846
-53
XPO icon
641
XPO
XPO
$24.2B
$34.8K 0.01%
179
CCK icon
642
Crown Holdings
CCK
$12.4B
$34.7K 0.01%
346
-23
GRAB icon
643
Grab
GRAB
$14.6B
$34.7K 0.01%
9,471
-1,191
PNFP icon
644
Pinnacle Financial Partners Inc
PNFP
$14.9B
$34.4K 0.01%
399
+211
VAL icon
645
Valaris
VAL
$5.24B
$34.2K 0.01%
349
-9
AU icon
646
AngloGold Ashanti
AU
$40.7B
$34.2K 0.01%
351
+60
SEB icon
647
Seaboard Corp
SEB
$4.58B
$33.9K 0.01%
6
AMX icon
648
America Movil
AMX
$78.6B
$33.6K 0.01%
1,319
ITUB icon
649
Itaú Unibanco
ITUB
$88.9B
$33.5K 0.01%
3,999
AX icon
650
Axos Financial
AX
$5.42B
$33.4K 0.01%
393
-28