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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
HIG icon
101
Hartford Financial Services
HIG
$36.3B
$582K 0.12%
4,303
-4
ADP icon
102
Automatic Data Processing
ADP
$87.9B
$578K 0.12%
2,843
-18
C icon
103
Citigroup
C
$245B
$569K 0.12%
5,020
BKNG icon
104
Booking.com
BKNG
$140B
$556K 0.12%
3,300
+275
ASX icon
105
ASE Group
ASX
$90.7B
$548K 0.11%
25,278
+189
WF icon
106
Woori Financial
WF
$14B
$546K 0.11%
8,202
+7
SAN icon
107
Banco Santander
SAN
$192B
$542K 0.11%
48,087
ALL icon
108
Allstate
ALL
$60.1B
$534K 0.11%
2,577
+2
BITW
109
Bitwise 10 Crypto Index ETF
BITW
$569M
$531K 0.11%
+11,912
PM icon
110
Philip Morris
PM
$279B
$531K 0.11%
3,211
-5
PGR icon
111
Progressive
PGR
$128B
$523K 0.11%
2,638
+6
HSBC icon
112
HSBC
HSBC
$322B
$521K 0.11%
6,321
INTC icon
113
Intel
INTC
$662B
$521K 0.11%
11,809
+233
TT icon
114
Trane Technologies
TT
$107B
$512K 0.11%
1,229
-5
KB icon
115
KB Financial Group
KB
$35.4B
$507K 0.1%
5,079
+5
QCOM icon
116
Qualcomm
QCOM
$208B
$505K 0.1%
3,924
-69
SLV icon
117
iShares Silver Trust
SLV
$27.7B
$500K 0.1%
+7,343
ISRG icon
118
Intuitive Surgical
ISRG
$142B
$494K 0.1%
1,072
-25
SPGI icon
119
S&P Global
SPGI
$119B
$493K 0.1%
1,159
+8
MPC icon
120
Marathon Petroleum
MPC
$72B
$490K 0.1%
2,007
-66
WFC icon
121
Wells Fargo
WFC
$258B
$488K 0.1%
6,134
-42
EMR icon
122
Emerson Electric
EMR
$79.2B
$481K 0.1%
3,675
+50
MUFG icon
123
Mitsubishi UFJ Financial
MUFG
$223B
$481K 0.1%
28,371
WPM icon
124
Wheaton Precious Metals
WPM
$51.2B
$480K 0.1%
3,663
TMUS icon
125
T-Mobile US
TMUS
$196B
$479K 0.1%
2,283
-57
3 4
5
6 7