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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
$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
BZ icon
851
Kanzhun
BZ
$5.96B
$16.1K ﹤0.01%
+790
UEC icon
852
Uranium Energy
UEC
$5.34B
$16.1K ﹤0.01%
+1,377
NVT icon
853
nVent Electric
NVT
$26.3B
$16K ﹤0.01%
+157
DCI icon
854
Donaldson
DCI
$10.3B
$15.9K ﹤0.01%
+180
L icon
855
Loews
L
$23.3B
$15.8K ﹤0.01%
+150
PRCT icon
856
Procept Biorobotics
PRCT
$1.28B
$15.7K ﹤0.01%
+500
OGS icon
857
ONE Gas
OGS
$5B
$15.6K ﹤0.01%
+202
RAL
858
Ralliant Corp
RAL
$8.08B
$15.6K ﹤0.01%
+306
CMS icon
859
CMS Energy
CMS
$24.3B
$15.5K ﹤0.01%
+221
H icon
860
Hyatt Hotels
H
$18.6B
$15.4K ﹤0.01%
+96
CCL icon
861
Carnival Corporation Ltd
CCL
$44.1B
$15.4K ﹤0.01%
+503
EXPO icon
862
Exponent
EXPO
$2.95B
$15.3K ﹤0.01%
+220
RYAAY icon
863
Ryanair
RYAAY
$33.6B
$15.2K ﹤0.01%
+211
AM icon
864
Antero Midstream
AM
$11B
$15.2K ﹤0.01%
+852
SCHA icon
865
Schwab U.S Small- Cap ETF
SCHA
$23.8B
$15K ﹤0.01%
+528
ONTO icon
866
Onto Innovation
ONTO
$16.1B
$15K ﹤0.01%
+95
CSGP icon
867
CoStar Group
CSGP
$12.4B
$15K ﹤0.01%
+223
TLN
868
Talen Energy Corp
TLN
$19.3B
$15K ﹤0.01%
+40
POST icon
869
Post Holdings
POST
$4.05B
$14.9K ﹤0.01%
+150
ZBH icon
870
Zimmer Biomet
ZBH
$18B
$14.8K ﹤0.01%
+165
JXN icon
871
Jackson Financial
JXN
$7.44B
$14.8K ﹤0.01%
+139
FNV icon
872
Franco-Nevada
FNV
$41.5B
$14.7K ﹤0.01%
+71
IONS icon
873
Ionis Pharmaceuticals
IONS
$13.4B
$14.6K ﹤0.01%
+185
MRP
874
Millrose Properties Inc
MRP
$5.14B
$14.6K ﹤0.01%
+488
PRI icon
875
Primerica
PRI
$8.85B
$14.5K ﹤0.01%
+56