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
KYMR icon
1451
Kymera Therapeutics
KYMR
$9.67B
$1.58K ﹤0.01%
19
+10
WABC icon
1452
Westamerica Bancorp
WABC
$1.39B
$1.56K ﹤0.01%
+30
AIP icon
1453
Arteris
AIP
$2.01B
$1.56K ﹤0.01%
+95
FIGR
1454
Figure Technology Solutions
FIGR
$6.05B
$1.56K ﹤0.01%
+46
AVPT icon
1455
AvePoint
AVPT
$2.23B
$1.56K ﹤0.01%
164
KROS icon
1456
Keros Therapeutics
KROS
$209M
$1.56K ﹤0.01%
141
+108
TDAY
1457
USA Today Co
TDAY
$1.15B
$1.55K ﹤0.01%
+220
CRSR icon
1458
Corsair Gaming
CRSR
$947M
$1.55K ﹤0.01%
279
-360
NESR
1459
National Energy Services Reunited Corp
NESR
$2.72B
$1.55K ﹤0.01%
+72
REAL icon
1460
The RealReal
REAL
$1.52B
$1.54K ﹤0.01%
+170
CFFN icon
1461
Capitol Federal Financial
CFFN
$1.05B
$1.53K ﹤0.01%
214
+190
PZZA icon
1462
Papa John's
PZZA
$1.17B
$1.52K ﹤0.01%
47
ALSN icon
1463
Allison Transmission
ALSN
$10.3B
$1.52K ﹤0.01%
13
-27
QTWO icon
1464
Q2 Holdings
QTWO
$2.82B
$1.51K ﹤0.01%
32
+25
REX icon
1465
REX American Resources
REX
$1.42B
$1.5K ﹤0.01%
+33
HAFC icon
1466
Hanmi Financial
HAFC
$960M
$1.5K ﹤0.01%
57
+53
XERS icon
1467
Xeris Biopharma Holdings
XERS
$1.27B
$1.5K ﹤0.01%
+259
SSII
1468
SS Innovations International
SSII
$712M
$1.5K ﹤0.01%
300
LECO icon
1469
Lincoln Electric
LECO
$15B
$1.49K ﹤0.01%
6
+3
OBK icon
1470
Origin Bancorp
OBK
$1.58B
$1.49K ﹤0.01%
+36
AAON icon
1471
Aaon
AAON
$11.1B
$1.49K ﹤0.01%
18
QURE icon
1472
uniQure
QURE
$3.13B
$1.49K ﹤0.01%
91
WWW icon
1473
Wolverine World Wide
WWW
$1.41B
$1.49K ﹤0.01%
91
+59
MPB icon
1474
Mid Penn Bancorp
MPB
$866M
$1.48K ﹤0.01%
46
-1
VSEC icon
1475
VSE Corp
VSEC
$6.34B
$1.48K ﹤0.01%
8