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
476
$34.4K ﹤0.01%
12,000
477
$34.3K ﹤0.01%
+463
478
$33.3K ﹤0.01%
+200
479
$33K ﹤0.01%
666
+88
480
$32.8K ﹤0.01%
295
+5
481
$32.7K ﹤0.01%
635
482
$32.6K ﹤0.01%
886
483
$32.4K ﹤0.01%
549
+299
484
$32.2K ﹤0.01%
154
+30
485
$32.2K ﹤0.01%
3,953
486
$32.2K ﹤0.01%
301
-200
487
$31.6K ﹤0.01%
+250
488
$31.5K ﹤0.01%
651
489
$31.4K ﹤0.01%
124
+2
490
$31.3K ﹤0.01%
93
+46
491
$31.1K ﹤0.01%
4,000
492
$31.1K ﹤0.01%
252
+32
493
$30.9K ﹤0.01%
800
494
$30.8K ﹤0.01%
1,794
-265
495
$30.2K ﹤0.01%
87
496
$30.1K ﹤0.01%
+1,179
497
$29.8K ﹤0.01%
836
498
$29.6K ﹤0.01%
+700
499
$29.5K ﹤0.01%
2,800
+2,600
500
$29.3K ﹤0.01%
121
18 19
20
21 22