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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
HCA icon
126
HCA Healthcare
HCA
$86B
$451K 0.1%
+965
MUFG icon
127
Mitsubishi UFJ Financial
MUFG
$223B
$450K 0.1%
+28,371
ADSK icon
128
Autodesk
ADSK
$40.7B
$448K 0.1%
+1,513
INTU icon
129
Intuit
INTU
$71.7B
$445K 0.09%
+672
KEP icon
130
Korea Electric Power
KEP
$15.6B
$442K 0.09%
+26,765
KB icon
131
KB Financial Group
KB
$35.4B
$437K 0.09%
+5,074
SCHD icon
132
Schwab US Dividend Equity ETF
SCHD
$99.3B
$431K 0.09%
+15,729
WPM icon
133
Wheaton Precious Metals
WPM
$51.2B
$430K 0.09%
+3,663
RMD icon
134
ResMed
RMD
$28.5B
$430K 0.09%
+1,784
RY icon
135
Royal Bank of Canada
RY
$281B
$428K 0.09%
+2,511
INTC icon
136
Intel
INTC
$662B
$427K 0.09%
+11,576
NOW icon
137
ServiceNow
NOW
$96.7B
$427K 0.09%
+2,788
COF icon
138
Capital One
COF
$123B
$423K 0.09%
+1,745
IBN icon
139
ICICI Bank
IBN
$104B
$422K 0.09%
+14,167
SMFG icon
140
Sumitomo Mitsui Financial
SMFG
$150B
$419K 0.09%
+21,689
MSI icon
141
Motorola Solutions
MSI
$66.5B
$415K 0.09%
+1,082
WELL icon
142
Welltower
WELL
$156B
$405K 0.09%
+2,179
ASX icon
143
ASE Group
ASX
$90.7B
$404K 0.09%
+25,089
CSX icon
144
CSX Corp
CSX
$85.6B
$393K 0.08%
+10,828
VNQ icon
145
Vanguard Real Estate ETF
VNQ
$37.6B
$389K 0.08%
+4,396
ANET icon
146
Arista Networks
ANET
$204B
$385K 0.08%
+2,941
BA icon
147
Boeing
BA
$174B
$385K 0.08%
+1,772
CM icon
148
Canadian Imperial Bank of Commerce
CM
$104B
$376K 0.08%
+4,148
UL icon
149
Unilever
UL
$129B
$374K 0.08%
+5,722
ADBE icon
150
Adobe
ADBE
$78.1B
$372K 0.08%
+1,063