BWL

Bogart Wealth LLC Portfolio holdings

AUM $2.47B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$39.1M
3
+$20.5M
4
KMI icon
Kinder Morgan
KMI
+$11.6M
5
DOW icon
Dow Inc
DOW
+$10.3M

Top Sells

1
+$51.6M
2
+$36.3M
3
+$19.3M
4
AIG icon
American International
AIG
+$10.6M
5
CMCSA icon
Comcast
CMCSA
+$9.23M

Sector Composition

1 Technology 9.44%
2 Energy 9.23%
3 Financials 7.01%
4 Healthcare 3.84%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$71.5K ﹤0.01%
2,000
352
$70.8K ﹤0.01%
240
+53
353
$70K ﹤0.01%
3,560
354
$69.8K ﹤0.01%
3,204
355
$69.7K ﹤0.01%
347
-21
356
$69.3K ﹤0.01%
1,683
+20
357
$67.7K ﹤0.01%
556
+348
358
$67.4K ﹤0.01%
1,547
+1
359
$67.2K ﹤0.01%
1,435
-488
360
$66.4K ﹤0.01%
3,354
361
$65.7K ﹤0.01%
1,803
362
$65.5K ﹤0.01%
+12,000
363
$65.5K ﹤0.01%
830
-50
364
$65.4K ﹤0.01%
908
+307
365
$65.4K ﹤0.01%
942
+4
366
$65.2K ﹤0.01%
2,943
-1,497
367
$65K ﹤0.01%
307
-18,496
368
$64.9K ﹤0.01%
1,239
369
$64.8K ﹤0.01%
1,129
370
$64.2K ﹤0.01%
406
371
$64.2K ﹤0.01%
2,442
372
$64.1K ﹤0.01%
1,284
+116
373
$64.1K ﹤0.01%
308
+7
374
$63.9K ﹤0.01%
207
+2
375
$63.7K ﹤0.01%
772
13 14
15
16 17