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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
CPRT icon
901
Copart
CPRT
$27.8B
$15.4K ﹤0.01%
463
+190
SCHA icon
902
Schwab U.S Small- Cap ETF
SCHA
$23.9B
$15.4K ﹤0.01%
528
ZION icon
903
Zions Bancorporation
ZION
$10.2B
$15.3K ﹤0.01%
265
+49
DCI icon
904
Donaldson
DCI
$10.3B
$15.3K ﹤0.01%
180
TERN
905
DELISTED
Terns Pharmaceuticals
TERN
$15.1K ﹤0.01%
287
+147
AGO icon
906
Assured Guaranty
AGO
$3.42B
$15.1K ﹤0.01%
185
+64
BC icon
907
Brunswick
BC
$5.72B
$15.1K ﹤0.01%
207
+118
IVZ icon
908
Invesco
IVZ
$11.5B
$14.9K ﹤0.01%
615
+295
ENSG icon
909
The Ensign Group
ENSG
$9.69B
$14.9K ﹤0.01%
74
SEI
910
Solaris Energy Infrastructure
SEI
$4.64B
$14.9K ﹤0.01%
263
-129
WST icon
911
West Pharmaceutical
WST
$24.5B
$14.8K ﹤0.01%
59
-20
TREX icon
912
Trex
TREX
$5.19B
$14.8K ﹤0.01%
405
+141
BOKF icon
913
BOK Financial
BOKF
$8.41B
$14.7K ﹤0.01%
115
WIX icon
914
WIX.com
WIX
$1.75B
$14.7K ﹤0.01%
163
+2
PR
915
DELISTED
Permian Resources
PR
$14.6K ﹤0.01%
687
+609
ARES icon
916
Ares Management
ARES
$25.4B
$14.6K ﹤0.01%
134
-5
WD icon
917
Walker & Dunlop
WD
$1.82B
$14.6K ﹤0.01%
329
+33
S icon
918
SentinelOne
S
$5.13B
$14.5K ﹤0.01%
1,129
+1,079
PRI icon
919
Primerica
PRI
$8.77B
$14.5K ﹤0.01%
58
+2
ECG
920
Everus Construction Group
ECG
$8.35B
$14.5K ﹤0.01%
123
PAG icon
921
Penske Automotive Group
PAG
$12.1B
$14.5K ﹤0.01%
97
-63
EXLS icon
922
EXL Service
EXLS
$3.85B
$14.5K ﹤0.01%
475
+441
GAP
923
The Gap Inc
GAP
$7.28B
$14.4K ﹤0.01%
596
+526
PTC icon
924
PTC
PTC
$13B
$14.4K ﹤0.01%
101
-3
MGV icon
925
Vanguard Mega Cap Value ETF
MGV
$13.1B
$14.3K ﹤0.01%
+99