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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
CORZ icon
1226
Core Scientific
CORZ
$8.32B
$3.55K ﹤0.01%
+244
TEF
1227
DELISTED
Telefonica
TEF
$3.55K ﹤0.01%
+877
AXS icon
1228
AXIS Capital
AXS
$7.72B
$3.53K ﹤0.01%
+33
SITM icon
1229
SiTime
SITM
$17B
$3.53K ﹤0.01%
+10
CHWY icon
1230
Chewy
CHWY
$7.68B
$3.5K ﹤0.01%
+106
NAMS icon
1231
NewAmsterdam Pharma
NAMS
$3.82B
$3.47K ﹤0.01%
+99
TU icon
1232
Telus
TU
$17.3B
$3.46K ﹤0.01%
+263
AUB icon
1233
Atlantic Union Bankshares
AUB
$5.95B
$3.46K ﹤0.01%
+98
DK icon
1234
Delek US
DK
$2.87B
$3.44K ﹤0.01%
+116
LXFR icon
1235
Luxfer Holdings
LXFR
$501M
$3.42K ﹤0.01%
+253
AAP icon
1236
Advance Auto Parts
AAP
$3.71B
$3.42K ﹤0.01%
+87
SGHC icon
1237
SGHC Ltd
SGHC
$6.82B
$3.41K ﹤0.01%
+285
LBRT icon
1238
Liberty Energy
LBRT
$4.41B
$3.4K ﹤0.01%
+184
ALB icon
1239
Albemarle
ALB
$16.1B
$3.4K ﹤0.01%
+24
ELS icon
1240
Equity Lifestyle Properties
ELS
$12.2B
$3.39K ﹤0.01%
+56
OLN icon
1241
Olin
OLN
$2.47B
$3.35K ﹤0.01%
+161
CPNG icon
1242
Coupang
CPNG
$31B
$3.35K ﹤0.01%
+142
INN
1243
Summit Hotel Properties
INN
$742M
$3.33K ﹤0.01%
+683
GBX icon
1244
The Greenbrier Companies
GBX
$1.54B
$3.32K ﹤0.01%
+71
GHC icon
1245
Graham Holdings Company
GHC
$4.94B
$3.3K ﹤0.01%
+3
BRC icon
1246
Brady Corp
BRC
$4.25B
$3.29K ﹤0.01%
+42
IOSP icon
1247
Innospec
IOSP
$2.04B
$3.29K ﹤0.01%
+43
ETSY icon
1248
Etsy
ETSY
$7.34B
$3.27K ﹤0.01%
+59
VTYX
1249
DELISTED
Ventyx Biosciences
VTYX
$3.27K ﹤0.01%
+362
BY icon
1250
Byline Bancorp
BY
$1.68B
$3.27K ﹤0.01%
+112