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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
PBA icon
826
Pembina Pipeline
PBA
$27.4B
$19.9K ﹤0.01%
445
-258
DOCU
827
DocuSign
DOCU
$8.1B
$19.7K ﹤0.01%
415
+75
WERN icon
828
Werner Enterprises
WERN
$2.53B
$19.7K ﹤0.01%
669
UUUU icon
829
Energy Fuels
UUUU
$3.61B
$19.7K ﹤0.01%
+1,077
PB icon
830
Prosperity Bancshares
PB
$7.39B
$19.5K ﹤0.01%
291
+252
AM icon
831
Antero Midstream
AM
$10.8B
$19.4K ﹤0.01%
852
MEOH icon
832
Methanex
MEOH
$3.75B
$19.4K ﹤0.01%
326
MKSI icon
833
MKS Inc
MKSI
$27.4B
$19.3K ﹤0.01%
84
+73
AXTA icon
834
Axalta
AXTA
$7.39B
$19.3K ﹤0.01%
+696
NRC icon
835
NRC Health Common Stock
NRC
$464M
$19.3K ﹤0.01%
1,135
IWR icon
836
iShares Russell Mid-Cap ETF
IWR
$56.7B
$19.2K ﹤0.01%
+198
AER icon
837
AerCap
AER
$23.7B
$19.2K ﹤0.01%
140
MGY icon
838
Magnolia Oil & Gas
MGY
$5.03B
$19.2K ﹤0.01%
608
-36
RVMD icon
839
Revolution Medicines
RVMD
$37.8B
$19.2K ﹤0.01%
197
-22
DOV icon
840
Dover
DOV
$31.1B
$19.1K ﹤0.01%
92
RSP icon
841
Invesco S&P 500 Equal Weight ETF
RSP
$93.3B
$19K ﹤0.01%
+99
UI icon
842
Ubiquiti
UI
$32.5B
$19K ﹤0.01%
24
+5
NLR icon
843
VanEck Uranium + Nuclear Energy ETF
NLR
$4.3B
$19K ﹤0.01%
+142
JXN icon
844
Jackson Financial
JXN
$7.45B
$18.9K ﹤0.01%
179
+40
BIIB icon
845
Biogen
BIIB
$29.8B
$18.9K ﹤0.01%
103
AYI icon
846
Acuity Brands
AYI
$10.9B
$18.8K ﹤0.01%
67
+18
PTEN icon
847
Patterson-UTI
PTEN
$3.71B
$18.8K ﹤0.01%
1,732
SNX icon
848
TD Synnex
SNX
$22.3B
$18.7K ﹤0.01%
111
+59
BFAM icon
849
Bright Horizons
BFAM
$3.52B
$18.7K ﹤0.01%
228
+213
STE icon
850
Steris
STE
$20.5B
$18.6K ﹤0.01%
84
+20
32 33
34
35 36