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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
BCS icon
151
Barclays
BCS
$89.7B
$389K 0.08%
18,375
-32
KEP icon
152
Korea Electric Power
KEP
$15.6B
$389K 0.08%
27,285
+520
PFE icon
153
Pfizer
PFE
$137B
$388K 0.08%
13,822
-31
IBM icon
154
IBM
IBM
$247B
$387K 0.08%
1,598
+44
IX icon
155
ORIX
IX
$42.1B
$379K 0.08%
12,647
ANET icon
156
Arista Networks
ANET
$204B
$378K 0.08%
3,078
+137
RELX icon
157
RELX
RELX
$54.6B
$378K 0.08%
11,394
+28
VLO icon
158
Valero Energy
VLO
$72B
$373K 0.08%
1,511
BA icon
159
Boeing
BA
$174B
$372K 0.08%
1,867
+95
FERG icon
160
Ferguson
FERG
$45.9B
$365K 0.08%
1,564
-55
AEM icon
161
Agnico Eagle Mines
AEM
$76.7B
$364K 0.08%
1,795
PSX icon
162
Phillips 66
PSX
$67.6B
$363K 0.08%
1,991
+133
ADSK icon
163
Autodesk
ADSK
$40.7B
$362K 0.07%
1,512
-1
FBTC icon
164
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.1B
$359K 0.07%
6,081
-5,722
OC icon
165
Owens Corning
OC
$10.8B
$359K 0.07%
3,317
+97
SHG icon
166
Shinhan Financial Group
SHG
$29.4B
$358K 0.07%
5,831
+8
TTE icon
167
TotalEnergies
TTE
$175B
$357K 0.07%
3,922
USB icon
168
US Bancorp
USB
$93.6B
$355K 0.07%
6,824
IBN icon
169
ICICI Bank
IBN
$104B
$354K 0.07%
13,682
-485
LNG icon
170
Cheniere Energy
LNG
$48.4B
$353K 0.07%
1,243
-63
IBIT icon
171
iShares Bitcoin Trust
IBIT
$45.8B
$352K 0.07%
9,160
+2,239
VRTX icon
172
Vertex Pharmaceuticals
VRTX
$121B
$352K 0.07%
788
-1
NSC icon
173
Norfolk Southern
NSC
$68.2B
$348K 0.07%
1,213
BHP icon
174
BHP
BHP
$205B
$337K 0.07%
4,629
COF icon
175
Capital One
COF
$123B
$334K 0.07%
1,830
+85
5 6
7
8 9