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
$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
AIT icon
876
Applied Industrial Technologies
AIT
$12.7B
$17K ﹤0.01%
64
+30
WDFC icon
877
WD-40
WDFC
$3.31B
$16.9K ﹤0.01%
83
+50
AGX icon
878
Argan
AGX
$10.6B
$16.9K ﹤0.01%
31
WGO icon
879
Winnebago Industries
WGO
$873M
$16.8K ﹤0.01%
541
+37
GGG icon
880
Graco
GGG
$12.6B
$16.8K ﹤0.01%
198
HST icon
881
Host Hotels & Resorts
HST
$17.1B
$16.7K ﹤0.01%
874
+635
IDCC icon
882
InterDigital
IDCC
$7.06B
$16.6K ﹤0.01%
55
-32
CTRE icon
883
CareTrust REIT
CTRE
$9.4B
$16.6K ﹤0.01%
453
+352
GRMN
884
DELISTED
Garmin
GRMN
$16.5K ﹤0.01%
71
+12
WWD icon
885
Woodward
WWD
$26B
$16.5K ﹤0.01%
46
+29
HOLX
886
DELISTED
Hologic
HOLX
$16.4K ﹤0.01%
217
-1
CALX icon
887
Calix
CALX
$2.25B
$16.4K ﹤0.01%
334
AFG icon
888
American Financial Group
AFG
$11.3B
$16.3K ﹤0.01%
128
+31
XENE icon
889
Xenon Pharmaceuticals
XENE
$5.49B
$16.3K ﹤0.01%
+280
CGNX icon
890
Cognex
CGNX
$11.1B
$16.3K ﹤0.01%
332
+208
TXT icon
891
Textron
TXT
$15.5B
$16.2K ﹤0.01%
185
AWI icon
892
Armstrong World Industries
AWI
$6.89B
$16.1K ﹤0.01%
98
+78
GH icon
893
Guardant Health
GH
$19B
$16K ﹤0.01%
173
+6
COHR icon
894
Coherent
COHR
$79.7B
$16K ﹤0.01%
67
+62
GFF icon
895
Griffon
GFF
$4.4B
$15.7K ﹤0.01%
216
-78
FN icon
896
Fabrinet
FN
$20.3B
$15.6K ﹤0.01%
30
+14
LSTR icon
897
Landstar System
LSTR
$7.13B
$15.6K ﹤0.01%
97
+82
AR icon
898
Antero Resources
AR
$10.7B
$15.4K ﹤0.01%
363
+357
MAA icon
899
Mid-America Apartment Communities
MAA
$16.1B
$15.4K ﹤0.01%
126
ERII icon
900
Energy Recovery
ERII
$453M
$15.4K ﹤0.01%
1,527
-53