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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
MTZ icon
676
MasTec
MTZ
$31.3B
$31.2K 0.01%
97
ZTS icon
677
Zoetis
ZTS
$32.9B
$31.2K 0.01%
264
-4
TPR icon
678
Tapestry
TPR
$29.5B
$31.2K 0.01%
221
+30
TIMB icon
679
TIM SA
TIMB
$10.4B
$30.9K 0.01%
1,168
-67
VBK icon
680
Vanguard Small-Cap Growth ETF
VBK
$24.1B
$30.8K 0.01%
+102
FAST icon
681
Fastenal
FAST
$53.8B
$30.7K 0.01%
662
FUL icon
682
H.B. Fuller
FUL
$3.24B
$30.6K 0.01%
496
HTHT icon
683
Huazhu Hotels Group
HTHT
$12.8B
$30.6K 0.01%
608
SNOW icon
684
Snowflake
SNOW
$78.9B
$30.5K 0.01%
202
+118
CAG icon
685
Conagra Brands
CAG
$6.61B
$30.4K 0.01%
1,937
-1,178
KOF icon
686
Coca-Cola Femsa
KOF
$22.2B
$30.3K 0.01%
311
SEE
687
DELISTED
Sealed Air
SEE
$30.2K 0.01%
718
ARE icon
688
Alexandria Real Estate Equities
ARE
$8.96B
$30.2K 0.01%
650
+633
ZBRA icon
689
Zebra Technologies
ZBRA
$11.8B
$30.1K 0.01%
144
TSN icon
690
Tyson Foods
TSN
$20.4B
$29.9K 0.01%
466
+341
KIM icon
691
Kimco Realty
KIM
$17B
$29.4K 0.01%
1,308
CWEN icon
692
Clearway Energy Class C
CWEN
$5.64B
$29.4K 0.01%
748
BAM icon
693
Brookfield Asset Management
BAM
$71.6B
$29.4K 0.01%
661
RLGT icon
694
Radiant Logistics
RLGT
$432M
$29.3K 0.01%
4,155
+31
AJG icon
695
Arthur J. Gallagher & Co
AJG
$57B
$29.2K 0.01%
135
TME icon
696
Tencent Music
TME
$13.3B
$29.2K 0.01%
3,150
-28
CNP icon
697
CenterPoint Energy
CNP
$28.7B
$29K 0.01%
671
FLR icon
698
Fluor
FLR
$7.35B
$28.9K 0.01%
619
-20
GIL icon
699
Gildan
GIL
$10.1B
$28.8K 0.01%
518
CINF icon
700
Cincinnati Financial
CINF
$27.7B
$28.8K 0.01%
183
-36
26 27
28
29 30