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
CRS icon
951
Carpenter Technology
CRS
$29.8B
$12.6K ﹤0.01%
32
+29
TEAM icon
952
Atlassian
TEAM
$19B
$12.6K ﹤0.01%
184
+114
SKM icon
953
SK Telecom
SKM
$12.9B
$12.5K ﹤0.01%
427
+122
OKLO
954
Oklo
OKLO
$8.88B
$12.4K ﹤0.01%
251
-68
GXO icon
955
GXO Logistics
GXO
$5.86B
$12.4K ﹤0.01%
240
FRT icon
956
Federal Realty Investment Trust
FRT
$10.8B
$12.4K ﹤0.01%
117
+47
XYZ
957
Block Inc
XYZ
$44.1B
$12.4K ﹤0.01%
206
-387
BF.B icon
958
Brown-Forman Class B
BF.B
$12.7B
$12.3K ﹤0.01%
466
+114
MDT icon
959
Medtronic
MDT
$103B
$12.3K ﹤0.01%
142
-380
RYAAY icon
960
Ryanair
RYAAY
$33.4B
$12.2K ﹤0.01%
211
PEN icon
961
Penumbra
PEN
$12.5B
$12.2K ﹤0.01%
37
-2
SSRM icon
962
SSR Mining
SSRM
$5.91B
$12.1K ﹤0.01%
413
-22
WTTR icon
963
Select Water Solutions
WTTR
$2.39B
$12.1K ﹤0.01%
793
AA icon
964
Alcoa
AA
$14B
$12.1K ﹤0.01%
182
+121
SANM icon
965
Sanmina
SANM
$13.6B
$12.1K ﹤0.01%
93
+32
DECK icon
966
Deckers Outdoor
DECK
$14.2B
$12K ﹤0.01%
120
+108
MITK icon
967
Mitek Systems
MITK
$797M
$12K ﹤0.01%
888
SAM icon
968
Boston Beer
SAM
$1.88B
$12K ﹤0.01%
52
+37
FNF icon
969
Fidelity National Financial
FNF
$12.4B
$12K ﹤0.01%
258
+64
VFH icon
970
Vanguard Financials ETF
VFH
$12.7B
$11.9K ﹤0.01%
+99
WTW icon
971
Willis Towers Watson
WTW
$24.3B
$11.9K ﹤0.01%
41
+14
LVS icon
972
Las Vegas Sands
LVS
$30.7B
$11.9K ﹤0.01%
+220
STBA icon
973
S&T Bancorp
STBA
$1.76B
$11.8K ﹤0.01%
283
-54
CNR
974
Core Natural Resources Inc
CNR
$4.14B
$11.8K ﹤0.01%
113
+20
CAKE icon
975
Cheesecake Factory
CAKE
$3.93B
$11.8K ﹤0.01%
216
37 38
39
40 41