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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
EPAM icon
901
EPAM Systems
EPAM
$4.22B
$12.9K ﹤0.01%
+63
ENSG icon
902
The Ensign Group
ENSG
$9.53B
$12.9K ﹤0.01%
+74
REZI icon
903
Resideo Technologies
REZI
$4.69B
$12.8K ﹤0.01%
+365
WBS icon
904
Webster Financial
WBS
$12.2B
$12.8K ﹤0.01%
+203
ZION icon
905
Zions Bancorporation
ZION
$10.2B
$12.6K ﹤0.01%
+216
HQY icon
906
HealthEquity
HQY
$7.4B
$12.6K ﹤0.01%
+138
GXO icon
907
GXO Logistics
GXO
$5.77B
$12.6K ﹤0.01%
+240
GPN icon
908
Global Payments
GPN
$19.1B
$12.6K ﹤0.01%
+163
NXST icon
909
Nexstar Media Group
NXST
$5.01B
$12.6K ﹤0.01%
+62
CELH icon
910
Celsius Holdings
CELH
$7.63B
$12.4K ﹤0.01%
+272
UHS icon
911
Universal Health Services
UHS
$8.82B
$12.4K ﹤0.01%
+57
STLD icon
912
Steel Dynamics
STLD
$35.4B
$12.4K ﹤0.01%
+73
AIR icon
913
AAR Corp
AIR
$5.69B
$12.3K ﹤0.01%
+149
FSV icon
914
FirstService
FSV
$6.48B
$12.3K ﹤0.01%
+79
HOG icon
915
Harley-Davidson
HOG
$2.65B
$12.3K ﹤0.01%
+599
PCOR icon
916
Procore
PCOR
$6.32B
$12.1K ﹤0.01%
+167
PEN icon
917
Penumbra
PEN
$12.5B
$12.1K ﹤0.01%
+39
JBHT icon
918
JB Hunt Transport Services
JBHT
$26.4B
$12K ﹤0.01%
+62
OUT icon
919
Outfront Media
OUT
$5.85B
$12K ﹤0.01%
+499
SOBO
920
South Bow Corp
SOBO
$7.63B
$12K ﹤0.01%
+436
GRMN
921
DELISTED
Garmin
GRMN
$12K ﹤0.01%
+59
KMX icon
922
CarMax
KMX
$7.49B
$11.9K ﹤0.01%
+309
BRBR icon
923
BellRing Brands
BRBR
$1.34B
$11.9K ﹤0.01%
+446
WTFC icon
924
Wintrust Financial
WTFC
$10.9B
$11.9K ﹤0.01%
+85
BIO icon
925
Bio-Rad Laboratories Class A
BIO
$8.05B
$11.8K ﹤0.01%
+39