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
401
$54.8K ﹤0.01%
1,414
+80
402
$54.7K ﹤0.01%
503
+255
403
$54.2K ﹤0.01%
2,387
-429
404
$54.1K ﹤0.01%
5,396
+3,564
405
$53.9K ﹤0.01%
889
406
$53.8K ﹤0.01%
1,140
407
$53.7K ﹤0.01%
809
+305
408
$53.7K ﹤0.01%
54
+3
409
$53.4K ﹤0.01%
2,278
-331
410
$53.3K ﹤0.01%
2,002
411
$53.3K ﹤0.01%
225
+5
412
$51.4K ﹤0.01%
772
413
$50.5K ﹤0.01%
922
+343
414
$50.4K ﹤0.01%
3,314
415
$49.6K ﹤0.01%
542
+25
416
$49.1K ﹤0.01%
648
417
$48.9K ﹤0.01%
1,850
418
$48.1K ﹤0.01%
1,736
+2
419
$48K ﹤0.01%
992
420
$47.9K ﹤0.01%
519
421
$47.6K ﹤0.01%
1,190
422
$47K ﹤0.01%
+4,038
423
$46.9K ﹤0.01%
416
424
$46.7K ﹤0.01%
806
-1,990
425
$46.6K ﹤0.01%
417
+150
15 16
17
18 19