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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
CORZ icon
1251
Core Scientific
CORZ
$8.67B
$3.65K ﹤0.01%
244
MQ icon
1252
Marqeta
MQ
$1.67B
$3.64K ﹤0.01%
893
-354
FER icon
1253
Ferrovial N.V. Ordinary Shares
FER
$50.2B
$3.64K ﹤0.01%
57
HP icon
1254
Helmerich & Payne
HP
$3.4B
$3.64K ﹤0.01%
101
-165
PL icon
1255
Planet Labs
PL
$9.45B
$3.63K ﹤0.01%
130
ESNT icon
1256
Essent Group
ESNT
$5.7B
$3.62K ﹤0.01%
62
+56
PHI icon
1257
PLDT
PHI
$3.88B
$3.62K ﹤0.01%
172
ADT icon
1258
ADT
ADT
$4.79B
$3.61K ﹤0.01%
+550
CNXC icon
1259
Concentrix
CNXC
$1.37B
$3.61K ﹤0.01%
132
+81
CIFR icon
1260
Cipher Digital Inc
CIFR
$10.5B
$3.6K ﹤0.01%
280
+133
BAH icon
1261
Booz Allen Hamilton
BAH
$7.16B
$3.59K ﹤0.01%
46
-5
AEO icon
1262
American Eagle Outfitters
AEO
$3.02B
$3.57K ﹤0.01%
+214
CRSP icon
1263
CRISPR Therapeutics
CRSP
$5.32B
$3.57K ﹤0.01%
75
-68
CRDO icon
1264
Credo Technology Group
CRDO
$50B
$3.57K ﹤0.01%
38
+4
DT icon
1265
Dynatrace
DT
$11.7B
$3.55K ﹤0.01%
96
+85
NAVI icon
1266
Navient
NAVI
$795M
$3.51K ﹤0.01%
429
-204
LXFR icon
1267
Luxfer Holdings
LXFR
$506M
$3.51K ﹤0.01%
288
+35
ELS icon
1268
Equity Lifestyle Properties
ELS
$12.2B
$3.5K ﹤0.01%
56
CE icon
1269
Celanese
CE
$5.36B
$3.49K ﹤0.01%
53
-15
VIV icon
1270
Telefônica Brasil
VIV
$21.4B
$3.48K ﹤0.01%
+219
SEIC icon
1271
SEI Investments
SEIC
$10.6B
$3.45K ﹤0.01%
44
-6
POOL icon
1272
Pool Corp
POOL
$7.56B
$3.44K ﹤0.01%
17
-23
YELP icon
1273
Yelp
YELP
$1.26B
$3.44K ﹤0.01%
+139
BRC icon
1274
Brady Corp
BRC
$4.22B
$3.41K ﹤0.01%
42
GNW icon
1275
Genworth Financial
GNW
$3.6B
$3.36K ﹤0.01%
414
+404