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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
GEN icon
726
Gen Digital
GEN
$14.1B
$26.8K 0.01%
1,423
-178
PPG icon
727
PPG Industries
PPG
$27.5B
$26.7K 0.01%
250
-28
CACI icon
728
CACI
CACI
$9.81B
$26.6K 0.01%
49
+5
MTG icon
729
MGIC Investment
MTG
$5.79B
$26.6K 0.01%
1,015
+150
EVR icon
730
Evercore
EVR
$13.5B
$26.6K 0.01%
89
+67
ARIS
731
Aris Mining
ARIS
$3.15B
$26.5K 0.01%
1,426
KMX icon
732
CarMax
KMX
$7.52B
$26.4K 0.01%
636
+327
POWI icon
733
Power Integrations
POWI
$4.77B
$26.4K 0.01%
516
-30
AWR icon
734
American States Water
AWR
$3.12B
$26.2K 0.01%
346
KMI icon
735
Kinder Morgan
KMI
$73.2B
$26.2K 0.01%
780
STZ icon
736
Constellation Brands
STZ
$24.5B
$26.1K 0.01%
174
-5
UTHR icon
737
United Therapeutics
UTHR
$23.4B
$26.1K 0.01%
44
+16
SLB icon
738
SLB Ltd
SLB
$70.4B
$26K 0.01%
506
NYT icon
739
New York Times
NYT
$11.2B
$26K 0.01%
310
+286
ENVA icon
740
Enova International
ENVA
$5.48B
$25.9K 0.01%
191
-15
OGS icon
741
ONE Gas
OGS
$4.91B
$25.8K 0.01%
300
+98
MHK icon
742
Mohawk Industries
MHK
$7.28B
$25.8K 0.01%
262
+251
TW icon
743
Tradeweb Markets
TW
$19.8B
$25.6K 0.01%
218
-17
OSK icon
744
Oshkosh
OSK
$9.32B
$25.6K 0.01%
174
-2
PCVX icon
745
Vaxcyte
PCVX
$7.85B
$25.6K 0.01%
441
-44
REG icon
746
Regency Centers
REG
$14.6B
$25.5K 0.01%
337
-56
TXRH icon
747
Texas Roadhouse
TXRH
$12.6B
$25.4K 0.01%
154
+151
TDY icon
748
Teledyne Technologies
TDY
$29B
$25.4K 0.01%
42
VO icon
749
Vanguard Mid-Cap ETF
VO
$105B
$25.3K 0.01%
352
MTD icon
750
Mettler-Toledo International
MTD
$25.3B
$25.2K 0.01%
20