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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
BUR icon
1751
Burford Capital
BUR
$900M
$466 ﹤0.01%
+103
BDN
1752
Brandywine Realty Trust
BDN
$542M
$466 ﹤0.01%
+172
ILPT
1753
Industrial Logistics Properties Trust
ILPT
$580M
$460 ﹤0.01%
+81
HYMC icon
1754
Hycroft Mining Holding Corp
HYMC
$1.98B
$458 ﹤0.01%
+13
AGL icon
1755
Agilon Health
AGL
$1.78B
$451 ﹤0.01%
+57
ABVX
1756
Abivax
ABVX
$7.38B
$445 ﹤0.01%
+4
HIPO icon
1757
Hippo Holdings
HIPO
$694M
$443 ﹤0.01%
+17
NEXN
1758
Nexxen International
NEXN
$477M
$443 ﹤0.01%
+68
MLAB icon
1759
Mesa Laboratories
MLAB
$522M
$442 ﹤0.01%
+5
ALGM icon
1760
Allegro MicroSystems
ALGM
$10.3B
$441 ﹤0.01%
+14
AMSC icon
1761
American Superconductor
AMSC
$1.98B
$440 ﹤0.01%
+13
SPOK icon
1762
Spok Holdings
SPOK
$218M
$436 ﹤0.01%
+40
BATRK icon
1763
Atlanta Braves Holdings Series B
BATRK
$3.31B
$427 ﹤0.01%
10
TARA icon
1764
Protara Therapeutics
TARA
$227M
$427 ﹤0.01%
+82
MTX icon
1765
Minerals Technologies
MTX
$2.44B
$426 ﹤0.01%
6
+4
PTON icon
1766
Peloton Interactive
PTON
$2.48B
$425 ﹤0.01%
+99
EGHT icon
1767
8x8 Inc
EGHT
$243M
$422 ﹤0.01%
+254
PAL
1768
Proficient Auto Logistics
PAL
$199M
$420 ﹤0.01%
+62
SLAB icon
1769
Silicon Laboratories
SLAB
$7.19B
$416 ﹤0.01%
2
FIGS icon
1770
FIGS
FIGS
$1.97B
$414 ﹤0.01%
+28
DGICA icon
1771
Donegal Group Class A
DGICA
$677M
$412 ﹤0.01%
+24
CWK icon
1772
Cushman & Wakefield Ltd
CWK
$3.05B
$405 ﹤0.01%
33
KRMN
1773
Karman Holdings
KRMN
$5.94B
$400 ﹤0.01%
+5
GPGI
1774
GPGI Inc
GPGI
$4.13B
$393 ﹤0.01%
23
-31
ACDC icon
1775
ProFrac Holding
ACDC
$968M
$391 ﹤0.01%
+63