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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
APLE icon
1251
Apple Hospitality REIT
APLE
$3.99B
$3.26K ﹤0.01%
+275
KNSA icon
1252
Kiniksa Pharmaceuticals
KNSA
$4.52B
$3.26K ﹤0.01%
+79
FROG icon
1253
JFrog
FROG
$9.3B
$3.25K ﹤0.01%
+52
AA icon
1254
Alcoa
AA
$13.7B
$3.24K ﹤0.01%
+61
ATAT icon
1255
Atour Lifestyle Holdings
ATAT
$4.31B
$3.23K ﹤0.01%
+82
GT icon
1256
Goodyear
GT
$1.88B
$3.22K ﹤0.01%
+368
AOS icon
1257
A.O. Smith
AOS
$8.52B
$3.21K ﹤0.01%
+48
CNTA
1258
Centessa Pharmaceuticals
CNTA
$3.2K ﹤0.01%
+128
MESO
1259
Mesoblast
MESO
$1.85B
$3.19K ﹤0.01%
+177
SYNA icon
1260
Synaptics
SYNA
$4.86B
$3.18K ﹤0.01%
+43
LCII icon
1261
LCI Industries
LCII
$2.33B
$3.15K ﹤0.01%
+26
MBC icon
1262
MasterBrand
MBC
$1.25B
$3.12K ﹤0.01%
+283
DXC icon
1263
DXC Technology
DXC
$1.36B
$3.11K ﹤0.01%
+212
UFPI icon
1264
UFP Industries
UFPI
$5.22B
$3.1K ﹤0.01%
+34
TGTX icon
1265
TG Therapeutics
TGTX
$8.36B
$3.07K ﹤0.01%
+103
SXC icon
1266
SunCoke Energy
SXC
$692M
$3.06K ﹤0.01%
+425
FELE icon
1267
Franklin Electric
FELE
$4.79B
$3.06K ﹤0.01%
+32
INSP icon
1268
Inspire Medical Systems
INSP
$1.27B
$3.04K ﹤0.01%
+33
UGP icon
1269
Ultrapar
UGP
$5.26B
$3.03K ﹤0.01%
+804
UCTT
1270
Ultra Clean Holdings
UCTT
$5.07B
$3.01K ﹤0.01%
+119
GLBE icon
1271
Global E Online
GLBE
$5.75B
$2.99K ﹤0.01%
+76
THC icon
1272
Tenet Healthcare
THC
$15.9B
$2.98K ﹤0.01%
+15
WLK icon
1273
Westlake Corp
WLK
$9.68B
$2.96K ﹤0.01%
+40
HSIC icon
1274
Henry Schein
HSIC
$9.6B
$2.95K ﹤0.01%
+39
SAM icon
1275
Boston Beer
SAM
$1.93B
$2.93K ﹤0.01%
+15