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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
WAT icon
676
Waters Corp
WAT
$36.6B
$28.1K 0.01%
+74
MUR icon
677
Murphy Oil
MUR
$4.98B
$28.1K 0.01%
+899
AN icon
678
AutoNation
AN
$6.41B
$28.1K 0.01%
+136
ELPC icon
679
Copel
ELPC
$8.77B
$27.9K 0.01%
+2,937
SF
680
Stifel
SF
$10.6B
$27.9K 0.01%
+335
MTD icon
681
Mettler-Toledo International
MTD
$25.3B
$27.9K 0.01%
+20
TAK icon
682
Takeda Pharmaceutical
TAK
$50.2B
$27.9K 0.01%
+1,787
RITM icon
683
Rithm Capital
RITM
$5.2B
$27.8K 0.01%
+2,550
DAR icon
684
Darling Ingredients
DAR
$8.38B
$27.8K 0.01%
+772
FIZZ icon
685
National Beverage
FIZZ
$3.05B
$27.7K 0.01%
+870
IDCC icon
686
InterDigital
IDCC
$7.13B
$27.7K 0.01%
+87
GMED icon
687
Globus Medical
GMED
$11.6B
$27.7K 0.01%
+317
PINS icon
688
Pinterest
PINS
$11.4B
$27.4K 0.01%
+1,060
AMX icon
689
America Movil
AMX
$80B
$27.3K 0.01%
+1,319
REG icon
690
Regency Centers
REG
$14.8B
$27.1K 0.01%
+393
DIA icon
691
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$26.9K 0.01%
+56
PBA icon
692
Pembina Pipeline
PBA
$27.4B
$26.8K 0.01%
+703
SEB icon
693
Seaboard Corp
SEB
$4.56B
$26.7K 0.01%
+6
ALK icon
694
Alaska Air
ALK
$5.93B
$26.7K 0.01%
+530
OLLI icon
695
Ollie's Bargain Outlet
OLLI
$4.39B
$26.6K 0.01%
+243
APA icon
696
APA Corp
APA
$11.6B
$26.6K 0.01%
+1,088
FAST icon
697
Fastenal
FAST
$54.1B
$26.6K 0.01%
+662
RYN icon
698
Rayonier
RYN
$6.54B
$26.6K 0.01%
+1,227
KIM icon
699
Kimco Realty
KIM
$17.3B
$26.5K 0.01%
+1,308
TER icon
700
Teradyne
TER
$68.3B
$26.3K 0.01%
+136