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
551
$23.2K ﹤0.01%
376
-22
552
$23.1K ﹤0.01%
1,600
553
$23.1K ﹤0.01%
860
554
$23.1K ﹤0.01%
511
+11
555
$23K ﹤0.01%
1,127
556
$23K ﹤0.01%
+500
557
$22.9K ﹤0.01%
1,618
558
$22.7K ﹤0.01%
218
-894
559
$22.7K ﹤0.01%
93
+14
560
$22.6K ﹤0.01%
178
561
$22.4K ﹤0.01%
131
+7
562
$22.2K ﹤0.01%
611
+273
563
$22.1K ﹤0.01%
669
+55
564
$22.1K ﹤0.01%
742
565
$21.7K ﹤0.01%
1,023
+23
566
$21.6K ﹤0.01%
400
567
$21.5K ﹤0.01%
82
+35
568
$21.4K ﹤0.01%
1,100
569
$21.3K ﹤0.01%
92
-9
570
$21.1K ﹤0.01%
132
+14
571
$21.1K ﹤0.01%
+120
572
$20.9K ﹤0.01%
376
-5
573
$20.7K ﹤0.01%
215
574
$20.7K ﹤0.01%
452
575
$20.6K ﹤0.01%
205
+5
21 22
23
24 25