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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
GWRE icon
1001
Guidewire Software
GWRE
$9.95B
$8.84K ﹤0.01%
+44
BPOP icon
1002
Popular Inc
BPOP
$10.7B
$8.84K ﹤0.01%
+71
UPST icon
1003
Upstart Holdings
UPST
$3.15B
$8.79K ﹤0.01%
+201
MYRG icon
1004
MYR Group
MYRG
$7.47B
$8.74K ﹤0.01%
+40
AIT icon
1005
Applied Industrial Technologies
AIT
$12.4B
$8.73K ﹤0.01%
+34
THO icon
1006
Thor Industries
THO
$4.05B
$8.73K ﹤0.01%
+85
CVSA
1007
Covista Inc
CVSA
$4.29B
$8.69K ﹤0.01%
+84
WOR icon
1008
Worthington Enterprises
WOR
$2.74B
$8.66K ﹤0.01%
+168
GPI icon
1009
Group 1 Automotive
GPI
$3.55B
$8.65K ﹤0.01%
+22
TFPM icon
1010
Triple Flag Precious Metals
TFPM
$6.17B
$8.64K ﹤0.01%
+260
NMIH icon
1011
NMI Holdings
NMIH
$3.04B
$8.61K ﹤0.01%
+211
ADAM
1012
Adamas Trust
ADAM
$843M
$8.6K ﹤0.01%
+1,178
YUMC icon
1013
Yum China
YUMC
$14.1B
$8.59K ﹤0.01%
+180
GRFS
1014
DELISTED
Grifois
GRFS
$8.56K ﹤0.01%
+916
CPRI icon
1015
Capri Holdings
CPRI
$2.19B
$8.56K ﹤0.01%
+351
MOG.A icon
1016
Moog Inc Class A
MOG.A
$13.2B
$8.52K ﹤0.01%
+35
SAIA icon
1017
Saia
SAIA
$11.3B
$8.49K ﹤0.01%
+26
NTRA icon
1018
Natera
NTRA
$37.8B
$8.48K ﹤0.01%
+37
PATH icon
1019
UiPath
PATH
$5.37B
$8.46K ﹤0.01%
+516
HRL icon
1020
Hormel Foods
HRL
$14.6B
$8.41K ﹤0.01%
+355
IVZ icon
1021
Invesco
IVZ
$11.5B
$8.41K ﹤0.01%
+320
PSKY
1022
Paramount Skydance Corp
PSKY
$10.7B
$8.38K ﹤0.01%
+625
INSM icon
1023
Insmed
INSM
$22.6B
$8.35K ﹤0.01%
+48
WTTR icon
1024
Select Water Solutions
WTTR
$2.38B
$8.34K ﹤0.01%
+793
EMBJ
1025
Embraer S.A. ADS
EMBJ
$11.2B
$8.24K ﹤0.01%
+128