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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
CSCO icon
51
Cisco
CSCO
$472B
$923K 0.2%
+11,989
VTV icon
52
Vanguard Value ETF
VTV
$184B
$920K 0.2%
+4,815
FBTC icon
53
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
$902K 0.19%
+11,803
TM icon
54
Toyota
TM
$199B
$892K 0.19%
+4,169
UBER icon
55
Uber
UBER
$150B
$886K 0.19%
+10,846
ABT icon
56
Abbott
ABT
$158B
$871K 0.19%
+6,956
MRK icon
57
Merck
MRK
$298B
$849K 0.18%
+8,066
GE icon
58
GE Aerospace
GE
$382B
$843K 0.18%
+2,736
KO icon
59
Coca-Cola
KO
$347B
$841K 0.18%
+12,024
AMAT icon
60
Applied Materials
AMAT
$468B
$839K 0.18%
+3,266
SHEL icon
61
Shell
SHEL
$215B
$804K 0.17%
+10,942
CVX icon
62
Chevron
CVX
$341B
$798K 0.17%
+5,233
PG icon
63
Procter & Gamble
PG
$354B
$797K 0.17%
+5,562
LRCX icon
64
Lam Research
LRCX
$469B
$790K 0.17%
+4,616
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$779K 0.17%
+11,595
DBC icon
66
Invesco DB Commodity Index Tracking Fund
DBC
$1.52B
$778K 0.17%
+34,796
ITW icon
67
Illinois Tool Works
ITW
$75.9B
$771K 0.16%
+3,131
IGF icon
68
iShares Global Infrastructure ETF
IGF
$10.9B
$760K 0.16%
+12,380
UBS icon
69
UBS Group
UBS
$162B
$757K 0.16%
+16,353
PNC icon
70
PNC Financial Services
PNC
$96.3B
$748K 0.16%
+3,583
SCHF icon
71
Schwab International Equity ETF
SCHF
$65.1B
$739K 0.16%
+30,737
ADP icon
72
Automatic Data Processing
ADP
$87.9B
$736K 0.16%
+2,861
SONY icon
73
Sony
SONY
$118B
$731K 0.16%
+28,562
UNH icon
74
UnitedHealth
UNH
$369B
$713K 0.15%
+2,161
KLAC icon
75
KLA
KLAC
$314B
$713K 0.15%
+5,870
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