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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
RDNT icon
1101
RadNet
RDNT
$4.72B
$7.32K ﹤0.01%
131
MRP
1102
Millrose Properties Inc
MRP
$4.96B
$7.28K ﹤0.01%
260
-228
PEGA icon
1103
Pegasystems
PEGA
$4.8B
$7.28K ﹤0.01%
171
+88
ZM icon
1104
Zoom
ZM
$24.3B
$7.24K ﹤0.01%
90
+79
ERAS icon
1105
Erasca
ERAS
$4.65B
$7.18K ﹤0.01%
+444
STWD icon
1106
Starwood Property Trust
STWD
$6.16B
$7.18K ﹤0.01%
417
-19
SBRA icon
1107
Sabra Healthcare REIT
SBRA
$4.87B
$7.17K ﹤0.01%
373
CLSK icon
1108
CleanSpark
CLSK
$4.07B
$7.13K ﹤0.01%
838
-47
DRS icon
1109
Leonardo DRS
DRS
$11.8B
$7.12K ﹤0.01%
+160
CUK
1110
DELISTED
Carnival PLC
CUK
$6.98K ﹤0.01%
271
WAFD icon
1111
WaFd
WAFD
$2.81B
$6.94K ﹤0.01%
221
-29
RL icon
1112
Ralph Lauren
RL
$24.4B
$6.88K ﹤0.01%
+20
BILL icon
1113
BILL Holdings
BILL
$3.32B
$6.86K ﹤0.01%
179
-69
HIMS icon
1114
Hims & Hers Health
HIMS
$7.57B
$6.85K ﹤0.01%
330
+277
TKR icon
1115
Timken Company
TKR
$10B
$6.84K ﹤0.01%
68
THO icon
1116
Thor Industries
THO
$4.06B
$6.79K ﹤0.01%
85
DY icon
1117
Dycom Industries
DY
$14.8B
$6.78K ﹤0.01%
20
-2
HRI icon
1118
Herc Holdings
HRI
$5.11B
$6.77K ﹤0.01%
68
MASI
1119
DELISTED
Masimo
MASI
$6.76K ﹤0.01%
38
-24
SPYD icon
1120
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.39B
$6.75K ﹤0.01%
+148
FLEX icon
1121
Flex
FLEX
$59.1B
$6.74K ﹤0.01%
+103
ELF icon
1122
e.l.f. Beauty
ELF
$3.87B
$6.73K ﹤0.01%
111
+8
MSA icon
1123
Mine Safety
MSA
$6.47B
$6.72K ﹤0.01%
41
HRB icon
1124
H&R Block
HRB
$4.54B
$6.7K ﹤0.01%
211
+40
DORM icon
1125
Dorman Products
DORM
$4.02B
$6.68K ﹤0.01%
64
-78
43 44
45
46 47