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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
BTCI
876
NEOS Bitcoin High Income ETF
BTCI
$1.01B
$14.2K ﹤0.01%
+323
SIGI icon
877
Selective Insurance
SIGI
$5.77B
$14.2K ﹤0.01%
+170
U icon
878
Unity
U
$12.3B
$14.1K ﹤0.01%
+320
CYTK icon
879
Cytokinetics
CYTK
$11.2B
$14.1K ﹤0.01%
+222
MGY icon
880
Magnolia Oil & Gas
MGY
$4.95B
$14.1K ﹤0.01%
+644
CUBE icon
881
CubeSmart
CUBE
$9.34B
$14K ﹤0.01%
+389
PLXS icon
882
Plexus
PLXS
$7.69B
$14K ﹤0.01%
+95
SWK icon
883
Stanley Black & Decker
SWK
$14.3B
$14K ﹤0.01%
+188
NTRS icon
884
Northern Trust
NTRS
$32.2B
$13.9K ﹤0.01%
+102
POR icon
885
Portland General Electric
POR
$6.08B
$13.8K ﹤0.01%
+287
UTHR icon
886
United Therapeutics
UTHR
$23B
$13.6K ﹤0.01%
+28
BOKF icon
887
BOK Financial
BOKF
$8.45B
$13.6K ﹤0.01%
+115
KKR icon
888
KKR & Co
KKR
$80.9B
$13.5K ﹤0.01%
+106
BILL icon
889
BILL Holdings
BILL
$3.54B
$13.5K ﹤0.01%
+248
PBH icon
890
Prestige Consumer Healthcare
PBH
$2.34B
$13.5K ﹤0.01%
+219
MEDP icon
891
Medpace
MEDP
$15.1B
$13.5K ﹤0.01%
+24
PNR icon
892
Pentair
PNR
$12.3B
$13.4K ﹤0.01%
+129
RYTM icon
893
Rhythm Pharmaceuticals
RYTM
$7.53B
$13.4K ﹤0.01%
+125
VNT icon
894
Vontier
VNT
$4.17B
$13.3K ﹤0.01%
+358
STBA icon
895
S&T Bancorp
STBA
$1.77B
$13.3K ﹤0.01%
+337
AFG icon
896
American Financial Group
AFG
$11.6B
$13.3K ﹤0.01%
+97
RLI icon
897
RLI Corp
RLI
$5.29B
$13.2K ﹤0.01%
+206
ENTG icon
898
Entegris
ENTG
$24.6B
$13.1K ﹤0.01%
+156
MEOH icon
899
Methanex
MEOH
$3.72B
$12.9K ﹤0.01%
+326
BRO icon
900
Brown & Brown
BRO
$21.8B
$12.9K ﹤0.01%
+162