We are live on ! Find out more
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
CPNG icon
1301
Coupang
CPNG
$30.6B
$2.96K ﹤0.01%
157
+15
GLOB icon
1302
Globant
GLOB
$1.2B
$2.95K ﹤0.01%
64
+57
FELE icon
1303
Franklin Electric
FELE
$4.81B
$2.95K ﹤0.01%
32
BMNR
1304
BitMine Immersion Technologies
BMNR
$7.59B
$2.95K ﹤0.01%
149
+133
HCI icon
1305
HCI Group
HCI
$2.21B
$2.94K ﹤0.01%
+19
BWLP icon
1306
BW LPG
BWLP
$2.76B
$2.94K ﹤0.01%
169
CMCO icon
1307
Columbus McKinnon
CMCO
$426M
$2.94K ﹤0.01%
202
+109
WEX icon
1308
WEX
WEX
$4.61B
$2.91K ﹤0.01%
19
+1
BLBD icon
1309
Blue Bird Corp
BLBD
$2.5B
$2.9K ﹤0.01%
51
+50
INN
1310
Summit Hotel Properties
INN
$741M
$2.9K ﹤0.01%
655
-28
FHI icon
1311
Federated Hermes
FHI
$4.27B
$2.89K ﹤0.01%
51
-70
TEN
1312
Tsakos Energy Navigation Ltd
TEN
$1.14B
$2.88K ﹤0.01%
73
APG icon
1313
APi Group
APG
$18.1B
$2.88K ﹤0.01%
+71
HSIC icon
1314
Henry Schein
HSIC
$9.53B
$2.87K ﹤0.01%
39
PLAB icon
1315
Photronics
PLAB
$1.94B
$2.87K ﹤0.01%
+71
LU icon
1316
Lufax Holding
LU
$1.07B
$2.86K ﹤0.01%
1,531
NGVT icon
1317
Ingevity
NGVT
$2.58B
$2.85K ﹤0.01%
40
-75
WAY
1318
Waystar Holding Corp
WAY
$3.64B
$2.85K ﹤0.01%
+118
AVNT icon
1319
Avient
AVNT
$3.39B
$2.83K ﹤0.01%
78
THC icon
1320
Tenet Healthcare
THC
$15.8B
$2.83K ﹤0.01%
15
PERI icon
1321
Perion Network
PERI
$342M
$2.83K ﹤0.01%
283
DEC
1322
Diversified Energy Company
DEC
$905M
$2.81K ﹤0.01%
161
LAUR icon
1323
Laureate Education
LAUR
$5.11B
$2.79K ﹤0.01%
80
+48
HALO icon
1324
Halozyme
HALO
$8.62B
$2.78K ﹤0.01%
43
-47
GTM
1325
ZoomInfo Technologies
GTM
$769M
$2.77K ﹤0.01%
463
-526
51 52
53
54 55