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
$135M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Sells

1 +$10.8M
2 +$10.3M
3 +$9.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$7.35M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.7M

Sector Composition

1 Energy 10.61%
2 Healthcare 5.71%
3 Real Estate 5.39%
4 Industrials 5.29%
5 Financials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+57