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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
$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
SCHD icon
126
Schwab US Dividend Equity ETF
SCHD
$99.3B
$476K 0.1%
15,504
-225
MSI icon
127
Motorola Solutions
MSI
$66.5B
$470K 0.1%
1,082
IDXX icon
128
Idexx Laboratories
IDXX
$43.3B
$468K 0.1%
833
CME icon
129
CME Group
CME
$83.7B
$467K 0.1%
1,582
-88
MINT icon
130
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.4B
$463K 0.1%
4,605
ESLT icon
131
Elbit Systems
ESLT
$35.2B
$452K 0.09%
532
BBVA icon
132
Banco Bilbao Vizcaya Argentaria
BBVA
$134B
$451K 0.09%
20,801
URI icon
133
United Rentals
URI
$67.9B
$447K 0.09%
613
-12
HCA icon
134
HCA Healthcare
HCA
$86B
$446K 0.09%
943
-22
CSX icon
135
CSX Corp
CSX
$85.6B
$444K 0.09%
10,828
LOW icon
136
Lowe's Companies
LOW
$124B
$443K 0.09%
1,876
DHR icon
137
Danaher
DHR
$134B
$439K 0.09%
2,318
+104
WELL icon
138
Welltower
WELL
$156B
$438K 0.09%
2,213
+34
XPEV icon
139
XPeng
XPEV
$11.9B
$432K 0.09%
25,248
-13
SMFG icon
140
Sumitomo Mitsui Financial
SMFG
$150B
$428K 0.09%
21,689
NVO
141
Novo Nordisk
NVO
$210B
$425K 0.09%
11,568
-58
CRM icon
142
Salesforce
CRM
$125B
$424K 0.09%
2,272
+30
GILD icon
143
Gilead Sciences
GILD
$155B
$413K 0.09%
2,960
-8
TEL icon
144
TE Connectivity
TEL
$58B
$411K 0.09%
1,967
-32
RY icon
145
Royal Bank of Canada
RY
$281B
$406K 0.08%
2,511
RMD icon
146
ResMed
RMD
$28.5B
$401K 0.08%
1,786
+2
GUNR icon
147
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.7B
$399K 0.08%
7,229
BMY icon
148
Bristol-Myers Squibb
BMY
$112B
$392K 0.08%
6,462
+786
CM icon
149
Canadian Imperial Bank of Commerce
CM
$104B
$392K 0.08%
4,133
-15
VNQ icon
150
Vanguard Real Estate ETF
VNQ
$37.6B
$390K 0.08%
4,396
4 5
6
7 8