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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
AMGN icon
51
Amgen
AMGN
$190B
$1.03M 0.21%
2,924
AXP icon
52
American Express
AXP
$234B
$1.02M 0.21%
3,367
-7
SHEL icon
53
Shell
SHEL
$215B
$1.01M 0.21%
10,887
-55
VTV icon
54
Vanguard Value ETF
VTV
$184B
$1.01M 0.21%
5,136
+321
MRK icon
55
Merck
MRK
$298B
$987K 0.2%
8,202
+136
LRCX icon
56
Lam Research
LRCX
$469B
$982K 0.2%
4,598
-18
PPLT icon
57
abrdn Physical Platinum Shares ETF
PPLT
$1.81B
$967K 0.2%
+54,250
CSCO icon
58
Cisco
CSCO
$472B
$932K 0.19%
12,011
+22
DBC icon
59
Invesco DB Commodity Index Tracking Fund
DBC
$1.52B
$923K 0.19%
31,873
-2,923
BAC icon
60
Bank of America
BAC
$410B
$918K 0.19%
18,829
-55
KO icon
61
Coca-Cola
KO
$347B
$888K 0.18%
11,676
-348
GLD icon
62
SPDR Gold Trust
GLD
$130B
$864K 0.18%
+2,008
TM icon
63
Toyota
TM
$199B
$858K 0.18%
4,161
-8
KLAC icon
64
KLA
KLAC
$314B
$845K 0.17%
5,740
-130
IGF icon
65
iShares Global Infrastructure ETF
IGF
$10.9B
$829K 0.17%
12,380
GLW icon
66
Corning
GLW
$177B
$828K 0.17%
6,091
+106
ITW icon
67
Illinois Tool Works
ITW
$75.9B
$815K 0.17%
3,133
+2
GE icon
68
GE Aerospace
GE
$382B
$815K 0.17%
2,872
+136
IEMG icon
69
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$809K 0.17%
11,595
PG icon
70
Procter & Gamble
PG
$354B
$791K 0.16%
5,478
-84
UBER icon
71
Uber
UBER
$150B
$785K 0.16%
10,911
+65
SCHF icon
72
Schwab International Equity ETF
SCHF
$65.1B
$761K 0.16%
30,737
SHOP icon
73
Shopify
SHOP
$148B
$752K 0.16%
6,343
-18
PNC icon
74
PNC Financial Services
PNC
$96.3B
$749K 0.16%
3,600
+17
KGC icon
75
Kinross Gold
KGC
$28.3B
$742K 0.15%
24,308
1 2
3
4 5