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
376
$63.6K ﹤0.01%
124
+64
377
$63.5K ﹤0.01%
771
+6
378
$63.1K ﹤0.01%
1,581
379
$62.5K ﹤0.01%
4,289
380
$62.2K ﹤0.01%
1,001
381
$60.6K ﹤0.01%
780
382
$59.9K ﹤0.01%
996
383
$59.7K ﹤0.01%
1,018
+9
384
$59.7K ﹤0.01%
1,304
-115
385
$59.6K ﹤0.01%
863
+78
386
$59.3K ﹤0.01%
336
387
$59.3K ﹤0.01%
674
+184
388
$59.2K ﹤0.01%
653
-21
389
$58.5K ﹤0.01%
1,051
390
$57.6K ﹤0.01%
405
+5
391
$57.5K ﹤0.01%
156
-2
392
$57.4K ﹤0.01%
+248
393
$56.7K ﹤0.01%
360
394
$56.3K ﹤0.01%
1,814
+1
395
$56K ﹤0.01%
2,802
396
$56K ﹤0.01%
567
397
$55.6K ﹤0.01%
866
398
$55.6K ﹤0.01%
434
399
$55.1K ﹤0.01%
317
400
$55K ﹤0.01%
2,199
14 15
16
17 18