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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
WSM icon
2026
Williams-Sonoma
WSM
$27.7B
– –
-38
WSC icon
2027
WillScot Mobile Mini Holdings
WSC
$5.22B
– –
-27
WS icon
2028
Worthington Steel
WS
$2.01B
– –
-46
WING icon
2029
Wingstop
WING
$4.24B
– –
-4
WCC
2030
WESCO International
WCC
$17.1B
– –
-2
VVX icon
2031
V2X
VVX
$2.38B
– –
-3
VTYX
2032
DELISTED
Ventyx Biosciences
VTYX
– –
-362
VNOM icon
2033
Viper Energy
VNOM
$8.41B
– –
-13
VCYT icon
2034
Veracyte
VCYT
$4.53B
– –
-171
USFD icon
2035
US Foods
USFD
$21B
– –
-126
UPST icon
2036
Upstart Holdings
UPST
$3.12B
– –
-201
UGI icon
2037
UGI
UGI
$7.47B
– –
-57
UFPT icon
2038
UFP Technologies
UFPT
$1.88B
– –
-1
U icon
2039
Unity
U
$11.9B
– –
-320
TXG icon
2040
10x Genomics
TXG
$4.39B
– –
-62
TWO
2041
Two Harbors Investment
TWO
$1.3B
– –
-90
TWI icon
2042
Titan International
TWI
$483M
– –
-77
TU icon
2043
Telus
TU
$17.5B
– –
-263
TRMB icon
2044
Trimble
TRMB
$11.7B
– –
-137
TPH
2045
DELISTED
Tri Pointe Homes
TPH
– –
-141
TOST icon
2046
Toast
TOST
$15.1B
– –
-76
TNDM icon
2047
Tandem Diabetes Care
TNDM
$1.03B
– –
-25
TNC icon
2048
Tennant Co
TNC
$1.51B
– –
-8
TMDX icon
2049
Transmedics
TMDX
$2.68B
– –
-9
TGNA
2050
DELISTED
TEGNA Inc
TGNA
– –
-11
80 81
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