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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
PNR icon
1001
Pentair
PNR
$12.3B
$10.8K ﹤0.01%
124
-5
SWK icon
1002
Stanley Black & Decker
SWK
$14.4B
$10.7K ﹤0.01%
151
-37
LBRDK icon
1003
Liberty Broadband Class C
LBRDK
$4.35B
$10.7K ﹤0.01%
212
-29
ALB icon
1004
Albemarle
ALB
$16.6B
$10.6K ﹤0.01%
59
+35
HAFN icon
1005
Hafnia
HAFN
$3.63B
$10.6K ﹤0.01%
1,392
BRO icon
1006
Brown & Brown
BRO
$20.6B
$10.6K ﹤0.01%
162
PBF icon
1007
PBF Energy
PBF
$5B
$10.5K ﹤0.01%
221
MANH icon
1008
Manhattan Associates
MANH
$7.57B
$10.5K ﹤0.01%
79
+50
NHI icon
1009
National Health Investors
NHI
$3.7B
$10.5K ﹤0.01%
130
-16
YOU icon
1010
Clear Secure
YOU
$5.36B
$10.5K ﹤0.01%
+216
AMTM
1011
Amentum Holdings
AMTM
$4.91B
$10.4K ﹤0.01%
399
CSGP icon
1012
CoStar Group
CSGP
$11.7B
$10.4K ﹤0.01%
257
+34
SUZ icon
1013
Suzano
SUZ
$10B
$10.4K ﹤0.01%
1,035
LASR icon
1014
nLIGHT
LASR
$3.52B
$10.3K ﹤0.01%
+181
QXO
1015
QXO Inc
QXO
$13.1B
$10.3K ﹤0.01%
530
+123
CR icon
1016
Crane Co
CR
$12.9B
$10.3K ﹤0.01%
60
+8
MOG.A icon
1017
Moog Inc Class A
MOG.A
$13.2B
$10.2K ﹤0.01%
35
ROAD icon
1018
Construction Partners
ROAD
$7.11B
$10.2K ﹤0.01%
92
NXPI icon
1019
NXP Semiconductors
NXPI
$75.4B
$10.2K ﹤0.01%
52
-79
TTMI icon
1020
TTM Technologies
TTMI
$21.9B
$10.1K ﹤0.01%
104
+79
CBSH icon
1021
Commerce Bancshares
CBSH
$8.37B
$9.99K ﹤0.01%
203
+85
BANF icon
1022
BancFirst
BANF
$3.81B
$9.98K ﹤0.01%
92
SWKS icon
1023
Skyworks Solutions
SWKS
$10.5B
$9.96K ﹤0.01%
186
+140
RYTM icon
1024
Rhythm Pharmaceuticals
RYTM
$7.43B
$9.91K ﹤0.01%
114
-11
LYB icon
1025
LyondellBasell Industries
LYB
$18B
$9.91K ﹤0.01%
123