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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
NCNO icon
1151
nCino
NCNO
$1.57B
$5.74K ﹤0.01%
+383
SATS icon
1152
EchoStar
SATS
$5.74K ﹤0.01%
49
+2
STC icon
1153
Stewart Information Services
STC
$1.96B
$5.73K ﹤0.01%
93
+38
LPLA icon
1154
LPL Financial
LPLA
$22.2B
$5.72K ﹤0.01%
19
ON icon
1155
ON Semiconductor
ON
$46.2B
$5.7K ﹤0.01%
92
+50
ICUI icon
1156
ICU Medical
ICUI
$3.72B
$5.68K ﹤0.01%
44
-5
SHC icon
1157
Sotera Health
SHC
$4.88B
$5.65K ﹤0.01%
+394
PINS icon
1158
Pinterest
PINS
$10.9B
$5.63K ﹤0.01%
307
-753
IPGP icon
1159
IPG Photonics
IPGP
$4.68B
$5.62K ﹤0.01%
49
-15
RELY icon
1160
Remitly
RELY
$4.58B
$5.56K ﹤0.01%
355
+217
IRTC icon
1161
iRhythm Holdings
IRTC
$3.81B
$5.55K ﹤0.01%
47
-12
XRAY icon
1162
Dentsply Sirona
XRAY
$2.16B
$5.54K ﹤0.01%
478
HURN icon
1163
Huron Consulting
HURN
$1.49B
$5.48K ﹤0.01%
43
-3
SFM icon
1164
Sprouts Farmers Market
SFM
$7.72B
$5.48K ﹤0.01%
71
-18
KD icon
1165
Kyndryl
KD
$2.38B
$5.46K ﹤0.01%
+416
MIRM icon
1166
Mirum Pharmaceuticals
MIRM
$7.15B
$5.45K ﹤0.01%
59
EMN icon
1167
Eastman Chemical
EMN
$8.07B
$5.42K ﹤0.01%
71
LCII icon
1168
LCI Industries
LCII
$2.33B
$5.41K ﹤0.01%
44
+18
UNFI icon
1169
United Natural Foods
UNFI
$3.04B
$5.41K ﹤0.01%
120
-4
FWONA icon
1170
Liberty Media Series A
FWONA
$20.8B
$5.39K ﹤0.01%
69
STNG icon
1171
Scorpio Tankers
STNG
$3.76B
$5.3K ﹤0.01%
+71
LBRT icon
1172
Liberty Energy
LBRT
$4.45B
$5.3K ﹤0.01%
184
OZK icon
1173
Bank OZK
OZK
$5.66B
$5.28K ﹤0.01%
115
WLK icon
1174
Westlake Corp
WLK
$9.81B
$5.26K ﹤0.01%
45
+5
CLS icon
1175
Celestica
CLS
$41.6B
$5.23K ﹤0.01%
19
45 46
47
48 49