We are live on ! Find out more
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
ESS icon
701
Essex Property Trust
ESS
$18.7B
$26.2K 0.01%
+100
PHIN icon
702
Phinia Inc
PHIN
$3.1B
$26.1K 0.01%
+417
RLGT icon
703
Radiant Logistics
RLGT
$433M
$26.1K 0.01%
+4,124
CLH icon
704
Clean Harbors
CLH
$15.9B
$26K 0.01%
+111
ICL icon
705
ICL Group
ICL
$6.41B
$26K 0.01%
+4,551
ETR icon
706
Entergy
ETR
$54.1B
$25.9K 0.01%
+280
BLD icon
707
TopBuild
BLD
$12.1B
$25.9K 0.01%
+62
CNP icon
708
CenterPoint Energy
CNP
$29.2B
$25.7K 0.01%
+671
VO icon
709
Vanguard Mid-Cap ETF
VO
$104B
$25.5K 0.01%
+352
IMKTA icon
710
Ingles Markets
IMKTA
$1.69B
$25.5K 0.01%
+372
HL icon
711
Hecla Mining
HL
$10.6B
$25.4K 0.01%
+1,325
PAG icon
712
Penske Automotive Group
PAG
$12B
$25.3K 0.01%
+160
FLR icon
713
Fluor
FLR
$7.41B
$25.3K 0.01%
+639
MTG icon
714
MGIC Investment
MTG
$5.86B
$25.3K 0.01%
+865
TW icon
715
Tradeweb Markets
TW
$19.8B
$25.3K 0.01%
+235
BYD icon
716
Boyd Gaming
BYD
$6.65B
$25.1K 0.01%
+295
AWR icon
717
American States Water
AWR
$3.19B
$25.1K 0.01%
+346
MDGL icon
718
Madrigal Pharmaceuticals
MDGL
$12.1B
$25K 0.01%
+43
CWEN icon
719
Clearway Energy Class C
CWEN
$5.65B
$24.9K 0.01%
+748
AU icon
720
AngloGold Ashanti
AU
$41.3B
$24.8K 0.01%
+291
STZ icon
721
Constellation Brands
STZ
$25.2B
$24.7K 0.01%
+179
NTAP icon
722
NetApp
NTAP
$29.3B
$24.6K 0.01%
+230
TPR icon
723
Tapestry
TPR
$29.8B
$24.4K 0.01%
+191
EQH icon
724
Equitable Holdings
EQH
$12.2B
$24.4K 0.01%
+512
ILMN icon
725
Illumina
ILMN
$26.4B
$24.4K 0.01%
+186