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
$718M
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$29.3M
3 +$26.6M
4
MBB icon
iShares MBS ETF
MBB
+$24.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.2M

Sector Composition

1 Energy 11.04%
2 Technology 5.77%
3 Financials 4.85%
4 Healthcare 4.16%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11K ﹤0.01%
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402
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403
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417
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+2,000
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699
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425
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150
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