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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
RXRX icon
926
Recursion Pharmaceuticals
RXRX
$1.77B
$14.3K ﹤0.01%
4,655
MDGL icon
927
Madrigal Pharmaceuticals
MDGL
$11.8B
$14.1K ﹤0.01%
27
-16
NTNX icon
928
Nutanix
NTNX
$12.7B
$14K ﹤0.01%
369
+327
WBS icon
929
Webster Financial
WBS
$12.2B
$14K ﹤0.01%
202
-1
SOBO
930
South Bow Corp
SOBO
$7.63B
$13.9K ﹤0.01%
418
-18
IONS icon
931
Ionis Pharmaceuticals
IONS
$12.9B
$13.9K ﹤0.01%
185
SOLS
932
Solstice Advanced Materials
SOLS
$13.8B
$13.9K ﹤0.01%
182
+24
SID icon
933
Companhia Siderúrgica Nacional
SID
$1.27B
$13.7K ﹤0.01%
11,060
NN icon
934
NextNav
NN
$2.27B
$13.4K ﹤0.01%
839
-164
VOD icon
935
Vodafone
VOD
$31.9B
$13.4K ﹤0.01%
894
ACGL icon
936
Arch Capital
ACGL
$33B
$13.4K ﹤0.01%
139
-50
PLXS icon
937
Plexus
PLXS
$7.94B
$13.4K ﹤0.01%
66
-29
BMRN icon
938
BioMarin Pharmaceuticals
BMRN
$11.1B
$13.3K ﹤0.01%
236
+160
CVSA
939
Covista Inc
CVSA
$4.23B
$13.3K ﹤0.01%
115
+31
OMF icon
940
OneMain Financial
OMF
$6.92B
$13.2K ﹤0.01%
+246
STLD icon
941
Steel Dynamics
STLD
$36.2B
$13.1K ﹤0.01%
73
ZBH icon
942
Zimmer Biomet
ZBH
$17.6B
$13.1K ﹤0.01%
145
-20
FMC icon
943
FMC
FMC
$1.42B
$13.1K ﹤0.01%
760
+725
FFIV icon
944
F5
FFIV
$21.8B
$13K ﹤0.01%
45
PBH icon
945
Prestige Consumer Healthcare
PBH
$2.24B
$13K ﹤0.01%
219
PRCT icon
946
Procept Biorobotics
PRCT
$1.22B
$13K ﹤0.01%
518
+18
GVA icon
947
Granite Construction
GVA
$6.85B
$12.9K ﹤0.01%
108
-61
SIGI icon
948
Selective Insurance
SIGI
$5.66B
$12.8K ﹤0.01%
170
RAL
949
Ralliant Corp
RAL
$8.23B
$12.7K ﹤0.01%
306
VNT icon
950
Vontier
VNT
$4.28B
$12.7K ﹤0.01%
358