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
426
$46.6K ﹤0.01%
688
-113
427
$46.4K ﹤0.01%
259
+243
428
$46.4K ﹤0.01%
+5,100
429
$46.4K ﹤0.01%
328
-44,816
430
$46.3K ﹤0.01%
2,200
+300
431
$46.2K ﹤0.01%
1,391
432
$46.1K ﹤0.01%
3,231
433
$45.8K ﹤0.01%
831
+81
434
$44.9K ﹤0.01%
2,208
435
$44.8K ﹤0.01%
90
+17
436
$44.6K ﹤0.01%
217
+13
437
$44.4K ﹤0.01%
1,174
+408
438
$44.4K ﹤0.01%
147
+45
439
$44.4K ﹤0.01%
102
+5
440
$44.2K ﹤0.01%
710
441
$44.1K ﹤0.01%
286
+10
442
$43.9K ﹤0.01%
340
+139
443
$43.8K ﹤0.01%
399
-42
444
$43.7K ﹤0.01%
392
445
$43.6K ﹤0.01%
71
+5
446
$42.9K ﹤0.01%
865
447
$42.6K ﹤0.01%
1,500
448
$42.6K ﹤0.01%
1,300
449
$42.4K ﹤0.01%
171
+2
450
$42.2K ﹤0.01%
2,224
+2,024
16 17
18
19 20