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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
PRIM icon
626
Primoris Services
PRIM
$5.23B
$34.4K 0.01%
+277
CWST icon
627
Casella Waste Systems
CWST
$6.05B
$34.3K 0.01%
+350
SGI
628
Somnigroup International
SGI
$16.5B
$33.8K 0.01%
+378
ZTS icon
629
Zoetis
ZTS
$32.2B
$33.7K 0.01%
+268
EVRG icon
630
Evergy
EVRG
$20.1B
$33.6K 0.01%
+464
HLIO icon
631
Helios Technologies
HLIO
$2.99B
$33.4K 0.01%
+625
TTWO icon
632
Take-Two Interactive
TTWO
$43.6B
$33.3K 0.01%
+130
LITE icon
633
Lumentum
LITE
$60.8B
$33.1K 0.01%
+90
BSAC icon
634
Banco Santander Chile
BSAC
$15.3B
$33K 0.01%
+1,061
ZTO icon
635
ZTO Express
ZTO
$16.7B
$32.6K 0.01%
+1,562
SNEX icon
636
StoneX
SNEX
$10.7B
$32.5K 0.01%
+513
ENVA icon
637
Enova International
ENVA
$5.64B
$32.4K 0.01%
+206
GIL icon
638
Gildan
GIL
$9.97B
$32.4K 0.01%
+518
F icon
639
Ford
F
$56.9B
$31.9K 0.01%
+2,432
FHN icon
640
First Horizon
FHN
$12.1B
$31.7K 0.01%
+1,327
G icon
641
Genpact
G
$4.8B
$31.6K 0.01%
+676
EAT icon
642
Brinker International
EAT
$7.25B
$31.6K 0.01%
+220
RIG icon
643
Transocean
RIG
$5.7B
$31.5K 0.01%
+7,634
KNSL icon
644
Kinsale Capital Group
KNSL
$7.32B
$31.3K 0.01%
+80
MRNA icon
645
Moderna
MRNA
$27.1B
$31.3K 0.01%
+1,061
SXT icon
646
Sensient Technologies
SXT
$5.12B
$31.2K 0.01%
+332
RRC icon
647
Range Resources
RRC
$8.85B
$31.1K 0.01%
+882
RBC icon
648
RBC Bearings
RBC
$20B
$30.9K 0.01%
+69
FCFS icon
649
FirstCash
FCFS
$9.37B
$30.9K 0.01%
+194
RPRX icon
650
Royalty Pharma
RPRX
$24.3B
$30.9K 0.01%
+799