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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
$469M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,752
New
Increased
Reduced
Closed

Top Buys

1 +$88.6M
2 +$54.6M
3 +$24.3M
4
AAPL icon
Apple
AAPL
+$15.6M
5
NVDA icon
NVIDIA
NVDA
+$15.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.36%
2 Financials 7.82%
3 Healthcare 7.65%
4 Consumer Discretionary 5.54%
5 Communication Services 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LOGI icon
176
Logitech
LOGI
$14.7B
$307K 0.07%
+3,063
BMY icon
177
Bristol-Myers Squibb
BMY
$112B
$306K 0.07%
+5,676
AEM icon
178
Agnico Eagle Mines
AEM
$76.7B
$304K 0.06%
+1,795
SBSW icon
179
Sibanye-Stillwater
SBSW
$6.08B
$292K 0.06%
+20,481
RF icon
180
Regions Financial
RF
$25.2B
$290K 0.06%
+10,710
CB icon
181
Chubb
CB
$130B
$288K 0.06%
+924
PLD icon
182
Prologis
PLD
$131B
$285K 0.06%
+2,235
VOO icon
183
Vanguard S&P 500 ETF
VOO
$967B
$283K 0.06%
+451
BHP icon
184
BHP
BHP
$205B
$279K 0.06%
+4,629
NRG icon
185
NRG Energy
NRG
$30B
$276K 0.06%
+1,734
RIO icon
186
Rio Tinto
RIO
$153B
$274K 0.06%
+3,429
T icon
187
AT&T
T
$155B
$270K 0.06%
+10,852
AZO icon
188
AutoZone
AZO
$50.4B
$265K 0.06%
+78
DUK icon
189
Duke Energy
DUK
$98.6B
$264K 0.06%
+2,252
MRSH
190
Marsh
MRSH
$80B
$262K 0.06%
+1,410
CMCSA icon
191
Comcast
CMCSA
$80.9B
$259K 0.06%
+8,661
TTE icon
192
TotalEnergies
TTE
$175B
$257K 0.05%
+3,922
DB icon
193
Deutsche Bank
DB
$65B
$256K 0.05%
+6,647
LNG icon
194
Cheniere Energy
LNG
$48.4B
$254K 0.05%
+1,306
HDB icon
195
HDFC Bank
HDB
$131B
$249K 0.05%
+6,827
EA icon
196
Electronic Arts
EA
$51.3B
$248K 0.05%
+1,215
VLO icon
197
Valero Energy
VLO
$72B
$246K 0.05%
+1,511
BSX icon
198
Boston Scientific
BSX
$66.1B
$245K 0.05%
+2,570
MET icon
199
MetLife
MET
$54.4B
$245K 0.05%
+3,100
ELV icon
200
Elevance Health
ELV
$83.4B
$244K 0.05%
+697