BWL

Bogart Wealth LLC Portfolio holdings

AUM $2.34B
1-Year Est. Return 13.09%
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Sells

1 +$572K
2 +$480K
3 +$455K
4
AMLP icon
Alerian MLP ETF
AMLP
+$428K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$422K

Sector Composition

1 Energy 11.77%
2 Industrials 4.94%
3 Healthcare 4.92%
4 Real Estate 4.46%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$8K 0.01%
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$8K 0.01%
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$7K ﹤0.01%
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4
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$6K ﹤0.01%
100
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$6K ﹤0.01%
+400