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
XPO icon
726
XPO
XPO
$23.8B
$24.3K 0.01%
+179
ASR icon
727
Grupo Aeroportuario del Sureste
ASR
$9.32B
$24.3K 0.01%
+75
CVNA icon
728
Carvana
CVNA
$45.5B
$24.2K 0.01%
+285
MGEE icon
729
MGE Energy Inc
MGEE
$2.99B
$24.1K 0.01%
+307
CPAY icon
730
Corpay
CPAY
$21.7B
$24.1K 0.01%
+80
INDB icon
731
Independent Bank
INDB
$4.11B
$24K 0.01%
+329
SPSM icon
732
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$24K 0.01%
+513
TIMB icon
733
TIM SA
TIMB
$10.6B
$24K 0.01%
+1,235
GATX icon
734
GATX Corp
GATX
$6.44B
$23.7K 0.01%
+140
FCNCA icon
735
First Citizens BancShares
FCNCA
$24.1B
$23.6K 0.01%
+11
CACI icon
736
CACI
CACI
$9.97B
$23.4K 0.01%
+44
VNLA icon
737
Janus Henderson Short Duration Income ETF
VNLA
$3.31B
$23.3K 0.01%
+475
LAD icon
738
Lithia Motors
LAD
$6.61B
$23.3K 0.01%
+70
UCB
739
United Community Banks
UCB
$4.24B
$23.3K 0.01%
+745
TOL icon
740
Toll Brothers
TOL
$15.3B
$23.3K 0.01%
+172
DOCU
741
DocuSign
DOCU
$8.47B
$23.3K 0.01%
+340
DGX icon
742
Quest Diagnostics
DGX
$23.1B
$23.3K 0.01%
+134
WY icon
743
Weyerhaeuser
WY
$18.2B
$23.2K ﹤0.01%
+979
NMRK icon
744
Newmark Group
NMRK
$2.67B
$23.2K ﹤0.01%
+1,337
KRYS icon
745
Krystal Biotech
KRYS
$10.7B
$23.2K ﹤0.01%
+94
ARIS
746
Aris Mining
ARIS
$3.15B
$23.1K ﹤0.01%
+1,426
OKLO
747
Oklo
OKLO
$8.8B
$22.9K ﹤0.01%
+319
AFRM icon
748
Affirm
AFRM
$26.6B
$22.9K ﹤0.01%
+307
NXE icon
749
NexGen Energy
NXE
$6.43B
$22.7K ﹤0.01%
+2,470
DEO icon
750
Diageo
DEO
$46.3B
$22.7K ﹤0.01%
+263