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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
ECG
951
Everus Construction Group
ECG
$7.93B
$10.5K ﹤0.01%
+123
UI icon
952
Ubiquiti
UI
$31.9B
$10.5K ﹤0.01%
+19
RGEN icon
953
Repligen
RGEN
$8.29B
$10.5K ﹤0.01%
+64
IRTC icon
954
iRhythm Holdings
IRTC
$3.91B
$10.5K ﹤0.01%
+59
FWONK icon
955
Liberty Media Series C
FWONK
$23.1B
$10.3K ﹤0.01%
+105
ED icon
956
Consolidated Edison
ED
$41.3B
$10.3K ﹤0.01%
+104
BDC icon
957
Belden
BDC
$4.65B
$10.3K ﹤0.01%
+88
FCN icon
958
FTI Consulting
FCN
$4.55B
$10.3K ﹤0.01%
+60
NU icon
959
Nu Holdings
NU
$64B
$10.1K ﹤0.01%
+605
HRI icon
960
Herc Holdings
HRI
$5.05B
$10.1K ﹤0.01%
+68
GTM
961
ZoomInfo Technologies
GTM
$852M
$10.1K ﹤0.01%
+989
ALGN icon
962
Align Technology
ALGN
$12.8B
$9.99K ﹤0.01%
+64
ROAD icon
963
Construction Partners
ROAD
$6.95B
$9.99K ﹤0.01%
+92
NVST icon
964
Envista
NVST
$4.39B
$9.96K ﹤0.01%
+459
AAL icon
965
American Airlines Group
AAL
$11.8B
$9.84K ﹤0.01%
+642
GRC icon
966
Gorman-Rupp
GRC
$2.36B
$9.84K ﹤0.01%
+206
NLY icon
967
Annaly Capital Management
NLY
$16.8B
$9.76K ﹤0.01%
+437
BANF icon
968
BancFirst
BANF
$3.85B
$9.75K ﹤0.01%
+92
AGX icon
969
Argan
AGX
$10.7B
$9.71K ﹤0.01%
+31
SUZ icon
970
Suzano
SUZ
$9.53B
$9.67K ﹤0.01%
+1,035
SLVM icon
971
Sylvamo
SLVM
$1.56B
$9.63K ﹤0.01%
+200
CR icon
972
Crane Co
CR
$12.6B
$9.59K ﹤0.01%
+52
ZETA icon
973
Zeta Global
ZETA
$4.73B
$9.54K ﹤0.01%
+469
SSRM icon
974
SSR Mining
SSRM
$6.1B
$9.54K ﹤0.01%
+435
EXP icon
975
Eagle Materials
EXP
$7.22B
$9.51K ﹤0.01%
+46