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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
TAP icon
1451
Molson Coors Class B
TAP
$7.6B
$1.21K ﹤0.01%
+26
VMI icon
1452
Valmont Industries
VMI
$10.9B
$1.21K ﹤0.01%
+3
NTR icon
1453
Nutrien
NTR
$29B
$1.21K ﹤0.01%
+20
IMNM icon
1454
Immunome
IMNM
$2.24B
$1.2K ﹤0.01%
+56
MHK icon
1455
Mohawk Industries
MHK
$7.26B
$1.2K ﹤0.01%
+11
GPRO icon
1456
GoPro
GPRO
$123M
$1.2K ﹤0.01%
+851
WULF icon
1457
TeraWulf
WULF
$13.4B
$1.2K ﹤0.01%
+104
MATV icon
1458
Mativ Holdings
MATV
$445M
$1.19K ﹤0.01%
+98
BCYC
1459
Bicycle Therapeutics
BCYC
$276M
$1.18K ﹤0.01%
+167
SPB icon
1460
Spectrum Brands
SPB
$2B
$1.18K ﹤0.01%
+20
DKNG icon
1461
DraftKings
DKNG
$12.2B
$1.17K ﹤0.01%
+34
CZR icon
1462
Caesars Entertainment
CZR
$6.03B
$1.17K ﹤0.01%
+50
NVRI icon
1463
Enviri
NVRI
$613M
$1.17K ﹤0.01%
+65
PLUG icon
1464
Plug Power
PLUG
$3.64B
$1.16K ﹤0.01%
+588
KW
1465
DELISTED
Kennedy-Wilson Holdings
KW
$1.15K ﹤0.01%
+119
MGPI icon
1466
MGP Ingredients
MGPI
$358M
$1.14K ﹤0.01%
+47
MTUS icon
1467
Metallus
MTUS
$815M
$1.13K ﹤0.01%
+66
EBC icon
1468
Eastern Bankshares
EBC
$4.61B
$1.12K ﹤0.01%
+61
FISI icon
1469
Financial Institutions
FISI
$761M
$1.12K ﹤0.01%
+36
LXEO icon
1470
Lexeo Therapeutics
LXEO
$384M
$1.12K ﹤0.01%
+113
PSMT icon
1471
Pricesmart
PSMT
$5.82B
$1.1K ﹤0.01%
+9
CW icon
1472
Curtiss-Wright
CW
$28.2B
$1.1K ﹤0.01%
+2
MTDR icon
1473
Matador Resources
MTDR
$6.22B
$1.1K ﹤0.01%
+26
AXSM icon
1474
Axsome Therapeutics
AXSM
$12.2B
$1.1K ﹤0.01%
+6
TMDX icon
1475
Transmedics
TMDX
$2.68B
$1.09K ﹤0.01%
+9