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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
BND icon
776
Vanguard Total Bond Market
BND
$158B
$23.4K ﹤0.01%
318
-96
WY icon
777
Weyerhaeuser
WY
$18.4B
$23.4K ﹤0.01%
958
-21
TAL icon
778
TAL Education Group
TAL
$4.95B
$23.4K ﹤0.01%
2,057
VNLA icon
779
Janus Henderson Short Duration Income ETF
VNLA
$3.3B
$23.2K ﹤0.01%
475
CUBE icon
780
CubeSmart
CUBE
$9.14B
$23.2K ﹤0.01%
633
+244
NTES icon
781
NetEase
NTES
$74B
$23.2K ﹤0.01%
207
-4
FNDA icon
782
Schwab Fundamental US Small Company Index ETF
FNDA
$9.63B
$23K ﹤0.01%
710
EQH icon
783
Equitable Holdings
EQH
$11.9B
$22.9K ﹤0.01%
617
+105
KKR icon
784
KKR & Co
KKR
$83.2B
$22.7K ﹤0.01%
246
+140
CHH icon
785
Choice Hotels
CHH
$5.08B
$22.7K ﹤0.01%
219
-101
BRBR icon
786
BellRing Brands
BRBR
$1.36B
$22.6K ﹤0.01%
1,407
+961
DGX icon
787
Quest Diagnostics
DGX
$22.8B
$22.5K ﹤0.01%
115
-19
FNDX icon
788
Schwab Fundamental US Large Company Index ETF
FNDX
$26.7B
$22.5K ﹤0.01%
807
EXPO icon
789
Exponent
EXPO
$2.81B
$22.4K ﹤0.01%
344
+124
TMHC icon
790
Taylor Morrison
TMHC
$6.62B
$22.4K ﹤0.01%
385
+17
TRNO icon
791
Terreno Realty
TRNO
$6.89B
$22.4K ﹤0.01%
365
-8
HL icon
792
Hecla Mining
HL
$10.2B
$22.4K ﹤0.01%
1,201
-124
VV icon
793
Vanguard Large-Cap ETF
VV
$51.6B
$22.3K ﹤0.01%
+75
MKC icon
794
McCormick & Company Non-Voting
MKC
$13.2B
$22.2K ﹤0.01%
440
+9
ERIC icon
795
Ericsson
ERIC
$36.8B
$22.1K ﹤0.01%
1,962
KRYS icon
796
Krystal Biotech
KRYS
$10.5B
$22K ﹤0.01%
85
-9
KNSL icon
797
Kinsale Capital Group
KNSL
$7.11B
$21.9K ﹤0.01%
64
-16
BLD icon
798
TopBuild
BLD
$11.8B
$21.8K ﹤0.01%
62
OLLI icon
799
Ollie's Bargain Outlet
OLLI
$4.34B
$21.7K ﹤0.01%
236
-7
ATR icon
800
AptarGroup
ATR
$7.99B
$21.7K ﹤0.01%
172
+36
30 31
32
33 34