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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
MS icon
76
Morgan Stanley
MS
$347B
$697K 0.15%
+3,928
KGC icon
77
Kinross Gold
KGC
$28.3B
$685K 0.15%
+24,308
QCOM icon
78
Qualcomm
QCOM
$208B
$683K 0.15%
+3,993
PCAR icon
79
PACCAR
PCAR
$61.6B
$681K 0.15%
+6,223
SBUX icon
80
Starbucks
SBUX
$118B
$672K 0.14%
+7,984
MCK icon
81
McKesson
MCK
$89.7B
$669K 0.14%
+815
BKNG icon
82
Booking.com
BKNG
$140B
$648K 0.14%
+3,025
UNP icon
83
Union Pacific
UNP
$154B
$646K 0.14%
+2,794
RACE icon
84
Ferrari
RACE
$61.4B
$645K 0.14%
+1,746
SCHW
85
Charles Schwab
SCHW
$159B
$632K 0.13%
+6,327
PANW icon
86
Palo Alto Networks
PANW
$232B
$627K 0.13%
+3,402
ISRG icon
87
Intuitive Surgical
ISRG
$142B
$621K 0.13%
+1,097
NEE icon
88
NextEra Energy
NEE
$183B
$614K 0.13%
+7,647
PEP icon
89
PepsiCo
PEP
$194B
$610K 0.13%
+4,252
SPGI icon
90
S&P Global
SPGI
$119B
$602K 0.13%
+1,151
PGR icon
91
Progressive
PGR
$128B
$599K 0.13%
+2,632
CRM icon
92
Salesforce
CRM
$125B
$594K 0.13%
+2,242
HIG icon
93
Hartford Financial Services
HIG
$36.3B
$593K 0.13%
+4,307
TXN icon
94
Texas Instruments
TXN
$276B
$593K 0.13%
+3,416
NVO
95
Novo Nordisk
NVO
$210B
$592K 0.13%
+11,626
C icon
96
Citigroup
C
$245B
$586K 0.12%
+5,020
MCD icon
97
McDonald's
MCD
$195B
$584K 0.12%
+1,910
LIN icon
98
Linde
LIN
$238B
$582K 0.12%
+1,364
DE icon
99
Deere & Co
DE
$162B
$577K 0.12%
+1,240
WFC icon
100
Wells Fargo
WFC
$258B
$576K 0.12%
+6,176
2 3
4
5 6