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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
DBD icon
1501
Diebold Nixdorf
DBD
$2.93B
$1.28K ﹤0.01%
17
+3
HTBK
1502
DELISTED
Heritage Commerce
HTBK
$1.27K ﹤0.01%
102
PRDO icon
1503
Perdoceo Education
PRDO
$2.07B
$1.26K ﹤0.01%
+34
ARDX icon
1504
Ardelyx
ARDX
$1.52B
$1.26K ﹤0.01%
+210
FNB icon
1505
FNB Corp
FNB
$6.78B
$1.25K ﹤0.01%
75
GRAL
1506
GRAIL Inc
GRAL
$2.86B
$1.24K ﹤0.01%
24
+7
EFOR
1507
Everforth Inc
EFOR
$722M
$1.24K ﹤0.01%
+32
BMBL icon
1508
Bumble
BMBL
$372M
$1.23K ﹤0.01%
+378
LIND icon
1509
Lindblad Expeditions
LIND
$1.85B
$1.23K ﹤0.01%
71
+52
PIPR icon
1510
Piper Sandler
PIPR
$5.33B
$1.23K ﹤0.01%
16
LZ icon
1511
LegalZoom.com
LZ
$996M
$1.22K ﹤0.01%
+215
NTR icon
1512
Nutrien
NTR
$29.3B
$1.2K ﹤0.01%
16
-4
NAGE
1513
Niagen Bioscience
NAGE
$264M
$1.2K ﹤0.01%
+272
VMI icon
1514
Valmont Industries
VMI
$11.3B
$1.2K ﹤0.01%
3
GLIBK
1515
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$800M
$1.19K ﹤0.01%
32
-10
KFRC icon
1516
Kforce
KFRC
$841M
$1.17K ﹤0.01%
40
+17
RXST icon
1517
RxSight
RXST
$217M
$1.16K ﹤0.01%
189
+156
SPNT icon
1518
SiriusPoint
SPNT
$2.71B
$1.16K ﹤0.01%
+54
GBX icon
1519
The Greenbrier Companies
GBX
$1.55B
$1.16K ﹤0.01%
22
-49
TPC
1520
Tutor Perini Cor
TPC
$4.3B
$1.16K ﹤0.01%
+15
OEC icon
1521
Orion
OEC
$399M
$1.16K ﹤0.01%
+178
HUBG icon
1522
HUB Group
HUBG
$2.7B
$1.15K ﹤0.01%
32
SCL icon
1523
Stepan Co
SCL
$1.26B
$1.15K ﹤0.01%
+23
EMBC icon
1524
Embecta
EMBC
$182M
$1.15K ﹤0.01%
130
-8
ACLX
1525
DELISTED
Arcellx
ACLX
$1.15K ﹤0.01%
10
-10