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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
NBIX icon
1151
Neurocrine Biosciences
NBIX
$16.9B
$4.96K ﹤0.01%
+35
PEGA icon
1152
Pegasystems
PEGA
$5.05B
$4.96K ﹤0.01%
+83
CBU icon
1153
Community Bank
CBU
$3.59B
$4.94K ﹤0.01%
+86
KMT icon
1154
Kennametal
KMT
$2.69B
$4.92K ﹤0.01%
+173
AMG icon
1155
Affiliated Managers Group
AMG
$8.98B
$4.9K ﹤0.01%
+17
CRDO icon
1156
Credo Technology Group
CRDO
$46.8B
$4.89K ﹤0.01%
+34
VNDA icon
1157
Vanda Pharmaceuticals
VNDA
$358M
$4.88K ﹤0.01%
+553
SR icon
1158
Spire
SR
$4.74B
$4.8K ﹤0.01%
+58
PRAX icon
1159
Praxis Precision Medicines
PRAX
$9.11B
$4.72K ﹤0.01%
+16
MIRM icon
1160
Mirum Pharmaceuticals
MIRM
$7.49B
$4.66K ﹤0.01%
+59
CDW icon
1161
CDW
CDW
$16.5B
$4.63K ﹤0.01%
+34
VRNS icon
1162
Varonis Systems
VRNS
$4.52B
$4.63K ﹤0.01%
+141
ABCB icon
1163
Ameris Bancorp
ABCB
$6.07B
$4.61K ﹤0.01%
+62
ZWS icon
1164
Zurn Elkay Water Solutions
ZWS
$8.45B
$4.6K ﹤0.01%
+99
IPGP icon
1165
IPG Photonics
IPGP
$4.53B
$4.58K ﹤0.01%
+64
FHB icon
1166
First Hawaiian
FHB
$3.56B
$4.55K ﹤0.01%
+180
BBWI icon
1167
Bath & Body Works
BBWI
$4.61B
$4.54K ﹤0.01%
+226
EMN icon
1168
Eastman Chemical
EMN
$7.95B
$4.53K ﹤0.01%
+71
BMRN icon
1169
BioMarin Pharmaceuticals
BMRN
$11.5B
$4.52K ﹤0.01%
+76
SSB icon
1170
SouthState Bank Corp
SSB
$9.9B
$4.52K ﹤0.01%
+48
CGNX icon
1171
Cognex
CGNX
$11B
$4.46K ﹤0.01%
+124
TPH
1172
DELISTED
Tri Pointe Homes
TPH
$4.44K ﹤0.01%
+141
COMP icon
1173
Compass
COMP
$8.43B
$4.43K ﹤0.01%
+419
OI icon
1174
O-I Glass
OI
$1.46B
$4.43K ﹤0.01%
+300
BKH icon
1175
Black Hills Corp
BKH
$5.75B
$4.37K ﹤0.01%
+63