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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
SPB icon
1476
Spectrum Brands
SPB
$1.98B
$1.47K ﹤0.01%
20
CRWV
1477
CoreWeave Inc
CRWV
$54.8B
$1.47K ﹤0.01%
19
-11
AMSF icon
1478
AMERISAFE
AMSF
$598M
$1.47K ﹤0.01%
+44
FRSH icon
1479
Freshworks
FRSH
$2.54B
$1.45K ﹤0.01%
+181
APPN icon
1480
Appian
APPN
$1.52B
$1.45K ﹤0.01%
+60
JMIA
1481
Jumia Technologies
JMIA
$782M
$1.44K ﹤0.01%
208
UVE icon
1482
Universal Insurance Holdings
UVE
$1.11B
$1.44K ﹤0.01%
+42
BKD icon
1483
Brookdale Senior Living
BKD
$3.56B
$1.4K ﹤0.01%
+102
FIG
1484
Figma
FIG
$9.04B
$1.4K ﹤0.01%
+66
ACA icon
1485
Arcosa
ACA
$7.09B
$1.38K ﹤0.01%
13
SNDX icon
1486
Syndax Pharmaceuticals
SNDX
$1.78B
$1.38K ﹤0.01%
59
+50
QBTS icon
1487
D-Wave Quantum
QBTS
$8.21B
$1.37K ﹤0.01%
95
-47
PSMT icon
1488
Pricesmart
PSMT
$5.97B
$1.35K ﹤0.01%
9
EBS icon
1489
Emergent Biosolutions
EBS
$408M
$1.35K ﹤0.01%
+163
TBLA icon
1490
Taboola.com
TBLA
$1.23B
$1.35K ﹤0.01%
+436
FDMT icon
1491
4D Molecular Therapeutics
FDMT
$608M
$1.35K ﹤0.01%
145
NFBK icon
1492
Northfield Bancorp
NFBK
$608M
$1.34K ﹤0.01%
99
+11
CRCL
1493
Circle Internet Group
CRCL
$17.3B
$1.34K ﹤0.01%
14
+4
PLUG icon
1494
Plug Power
PLUG
$3.66B
$1.33K ﹤0.01%
588
VNET
1495
VNET Group
VNET
$2.2B
$1.32K ﹤0.01%
157
-10
FTAI icon
1496
FTAI Aviation
FTAI
$27.8B
$1.3K ﹤0.01%
5
-2
NVGS icon
1497
Navigator Holdings
NVGS
$1.3B
$1.29K ﹤0.01%
+67
MGPI icon
1498
MGP Ingredients
MGPI
$347M
$1.29K ﹤0.01%
70
+23
MPT
1499
Medical Properties Trust
MPT
$2.61B
$1.29K ﹤0.01%
278
-1,204
HNST icon
1500
The Honest Company
HNST
$398M
$1.28K ﹤0.01%
437
+379