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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
AUR icon
1376
Aurora
AUR
$12.2B
$1.8K ﹤0.01%
+468
GAP
1377
The Gap Inc
GAP
$7.53B
$1.79K ﹤0.01%
+70
SUPN icon
1378
Supernus Pharmaceuticals
SUPN
$2.62B
$1.79K ﹤0.01%
+36
SHAK icon
1379
Shake Shack
SHAK
$2.21B
$1.79K ﹤0.01%
+22
LYFT icon
1380
Lyft
LYFT
$5.47B
$1.78K ﹤0.01%
+92
AGCO icon
1381
AGCO
AGCO
$8.3B
$1.77K ﹤0.01%
+17
CMRE icon
1382
Costamare
CMRE
$1.82B
$1.77K ﹤0.01%
+112
ANF icon
1383
Abercrombie & Fitch
ANF
$3.95B
$1.76K ﹤0.01%
+14
COLB icon
1384
Columbia Banking Systems
COLB
$9.13B
$1.76K ﹤0.01%
+63
MKSI icon
1385
MKS Inc
MKSI
$25.8B
$1.76K ﹤0.01%
+11
CRC icon
1386
California Resources
CRC
$4.74B
$1.74K ﹤0.01%
+39
TROX icon
1387
Tronox
TROX
$1.09B
$1.74K ﹤0.01%
+416
TTMI icon
1388
TTM Technologies
TTMI
$21.8B
$1.73K ﹤0.01%
+25
HIMS icon
1389
Hims & Hers Health
HIMS
$7.57B
$1.72K ﹤0.01%
+53
SSII
1390
SS Innovations International
SSII
$704M
$1.7K ﹤0.01%
+300
NYT icon
1391
New York Times
NYT
$11.5B
$1.67K ﹤0.01%
+24
TEX icon
1392
Terex
TEX
$8.01B
$1.66K ﹤0.01%
+31
FULT icon
1393
Fulton Financial
FULT
$4.56B
$1.64K ﹤0.01%
+85
MDU icon
1394
MDU Resources
MDU
$4.53B
$1.64K ﹤0.01%
+84
EMBC icon
1395
Embecta
EMBC
$184M
$1.64K ﹤0.01%
+138
LCID icon
1396
Lucid Motors
LCID
$2.01B
$1.64K ﹤0.01%
+155
TEN
1397
Tsakos Energy Navigation Ltd
TEN
$1.18B
$1.64K ﹤0.01%
+73
SAFT icon
1398
Safety Insurance
SAFT
$1.08B
$1.64K ﹤0.01%
+21
MKTX icon
1399
MarketAxess Holdings
MKTX
$4.03B
$1.63K ﹤0.01%
+9
PROK icon
1400
ProKidney
PROK
$363M
$1.61K ﹤0.01%
+720