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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
IREN icon
1026
Iris Energy
IREN
$17.1B
$9.84K ﹤0.01%
287
+73
BHF icon
1027
Brighthouse Financial
BHF
$3.6B
$9.82K ﹤0.01%
164
-155
ENTG icon
1028
Entegris
ENTG
$26.8B
$9.73K ﹤0.01%
83
-73
HWM icon
1029
Howmet Aerospace
HWM
$109B
$9.68K ﹤0.01%
42
-60
UHS icon
1030
Universal Health Services
UHS
$8.75B
$9.66K ﹤0.01%
54
-3
NTRA icon
1031
Natera
NTRA
$37.3B
$9.6K ﹤0.01%
48
+11
OUT icon
1032
Outfront Media
OUT
$5.57B
$9.59K ﹤0.01%
362
-137
HOG icon
1033
Harley-Davidson
HOG
$2.68B
$9.54K ﹤0.01%
472
-127
BPOP icon
1034
Popular Inc
BPOP
$10.8B
$9.53K ﹤0.01%
71
BKU icon
1035
Bankunited
BKU
$3.65B
$9.48K ﹤0.01%
210
TTEK icon
1036
Tetra Tech
TTEK
$7.38B
$9.43K ﹤0.01%
313
+133
MUSA icon
1037
Murphy USA
MUSA
$9.67B
$9.38K ﹤0.01%
19
-34
LULU icon
1038
lululemon athletica
LULU
$12.7B
$9.34K ﹤0.01%
61
+52
P
1039
Everpure Inc
P
$23.8B
$9.33K ﹤0.01%
158
+131
EXP icon
1040
Eagle Materials
EXP
$7.27B
$9.28K ﹤0.01%
49
+3
LADR
1041
Ladder Capital
LADR
$1.3B
$9.14K ﹤0.01%
936
-130
SAIA icon
1042
Saia
SAIA
$11.5B
$9.13K ﹤0.01%
26
SIG icon
1043
Signet Jewelers
SIG
$3.25B
$9.06K ﹤0.01%
107
ATO icon
1044
Atmos Energy
ATO
$29B
$9.05K ﹤0.01%
49
BTU icon
1045
Peabody Energy
BTU
$2.89B
$9.03K ﹤0.01%
274
+30
TFPM icon
1046
Triple Flag Precious Metals
TFPM
$5.82B
$9.03K ﹤0.01%
260
FCN icon
1047
FTI Consulting
FCN
$4.23B
$9.02K ﹤0.01%
51
-9
EPR icon
1048
EPR Properties
EPR
$4.52B
$8.94K ﹤0.01%
179
-2
MRCY icon
1049
Mercury Systems
MRCY
$6.34B
$8.89K ﹤0.01%
122
AFRM icon
1050
Affirm
AFRM
$25.7B
$8.89K ﹤0.01%
194
-113
40 41
42
43 44