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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
AES icon
801
AES
AES
$10.4B
$21.7K ﹤0.01%
1,537
-40
CIG icon
802
CEMIG Preferred Shares
CIG
$6.06B
$21.6K ﹤0.01%
9,054
COKE icon
803
Coca-Cola Consolidated
COKE
$12B
$21.5K ﹤0.01%
112
-33
BWXT icon
804
BWX Technologies
BWXT
$18.8B
$21.5K ﹤0.01%
105
HMY icon
805
Harmony Gold Mining
HMY
$9.5B
$21.4K ﹤0.01%
1,392
-29
ACM icon
806
Aecom
ACM
$8.94B
$21.4K ﹤0.01%
252
+140
FTI icon
807
TechnipFMC
FTI
$26.8B
$21.4K ﹤0.01%
+309
ONTO icon
808
Onto Innovation
ONTO
$17.1B
$21.3K ﹤0.01%
104
+9
CPAY icon
809
Corpay
CPAY
$21.7B
$21.2K ﹤0.01%
73
-7
FIZZ icon
810
National Beverage
FIZZ
$3.13B
$21K ﹤0.01%
625
-245
CHDN icon
811
Churchill Downs
CHDN
$5.82B
$20.9K ﹤0.01%
233
+75
NOBL icon
812
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$20.9K ﹤0.01%
+394
JBL icon
813
Jabil
JBL
$40.1B
$20.7K ﹤0.01%
78
INDB icon
814
Independent Bank
INDB
$4.08B
$20.5K ﹤0.01%
273
-56
RGA icon
815
Reinsurance Group of America
RGA
$13.7B
$20.4K ﹤0.01%
100
+4
VEEV icon
816
Veeva Systems
VEEV
$26B
$20.4K ﹤0.01%
116
-48
IWN icon
817
iShares Russell 2000 Value ETF
IWN
$14.5B
$20.2K ﹤0.01%
+107
UEC icon
818
Uranium Energy
UEC
$5.2B
$20.2K ﹤0.01%
1,495
+118
CNA icon
819
CNA Financial
CNA
$12.6B
$20.2K ﹤0.01%
439
KHC icon
820
Kraft Heinz
KHC
$27.9B
$20.2K ﹤0.01%
896
+23
NMRK icon
821
Newmark Group
NMRK
$2.66B
$20K ﹤0.01%
1,335
-2
ALK icon
822
Alaska Air
ALK
$5.81B
$20K ﹤0.01%
543
+13
BG icon
823
Bunge Global
BG
$21.4B
$20K ﹤0.01%
157
+25
HR icon
824
Healthcare Realty
HR
$7.05B
$19.9K ﹤0.01%
1,174
+739
FLS icon
825
Flowserve
FLS
$9.54B
$19.9K ﹤0.01%
271
+1
31 32
33
34 35