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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
CXDO icon
1826
Crexendo
CXDO
$232M
$290 ﹤0.01%
+47
JRVR icon
1827
James River Group Holdings
JRVR
$192M
$284 ﹤0.01%
+45
KRRO icon
1828
Korro Bio
KRRO
$199M
$283 ﹤0.01%
+25
VOYG
1829
Voyager Technologies
VOYG
$1.8B
$281 ﹤0.01%
+12
LPRO icon
1830
Open Lending Corp
LPRO
$370M
$280 ﹤0.01%
224
OM icon
1831
Outset Medical
OM
$85.8M
$280 ﹤0.01%
+73
RCKY icon
1832
Rocky Brands
RCKY
$307M
$271 ﹤0.01%
+7
BBNX
1833
Beta Bionics
BBNX
$656M
$271 ﹤0.01%
+27
CLB icon
1834
Core Laboratories
CLB
$494M
$269 ﹤0.01%
16
-151
TOWN icon
1835
Towne Bank
TOWN
$3.28B
$269 ﹤0.01%
+8
MTW icon
1836
Manitowoc
MTW
$484M
$268 ﹤0.01%
+23
RMAX icon
1837
RE/MAX Holdings
RMAX
$210M
$265 ﹤0.01%
+46
LNKB
1838
DELISTED
LINKBANCORP
LNKB
$259 ﹤0.01%
+31
DNA icon
1839
Ginkgo Bioworks
DNA
$636M
$251 ﹤0.01%
41
-31
MTH icon
1840
Meritage Homes
MTH
$5.5B
$247 ﹤0.01%
4
-8
VMD icon
1841
Viemed Healthcare
VMD
$440M
$239 ﹤0.01%
+26
AMN icon
1842
AMN Healthcare
AMN
$1.23B
$238 ﹤0.01%
+13
DCOM icon
1843
Dime Commercial Bancshares
DCOM
$1.75B
$237 ﹤0.01%
7
+5
CNXN icon
1844
PC Connection
CNXN
$1.78B
$234 ﹤0.01%
+4
PDSB icon
1845
PDS Biotechnology
PDSB
$48.8M
$228 ﹤0.01%
377
AVBH
1846
Avidbank Holdings
AVBH
$356M
$228 ﹤0.01%
+8
ATLO icon
1847
AMES National
ATLO
$272M
$226 ﹤0.01%
+8
UMBF icon
1848
UMB Financial
UMBF
$10.7B
$226 ﹤0.01%
2
SLQT icon
1849
SelectQuote
SLQT
$167M
$219 ﹤0.01%
+348
AIZ icon
1850
Assurant
AIZ
$13.1B
$218 ﹤0.01%
1