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
576
$20.4K ﹤0.01%
195
577
$20.4K ﹤0.01%
15
578
$20.2K ﹤0.01%
108
579
$20K ﹤0.01%
256
580
$19.9K ﹤0.01%
200
581
$19.8K ﹤0.01%
80
582
$19.8K ﹤0.01%
450
+150
583
$19.6K ﹤0.01%
2,050
+1,200
584
$19.6K ﹤0.01%
172
+1
585
$19.6K ﹤0.01%
471
-529
586
$19.6K ﹤0.01%
103
-2
587
$19.5K ﹤0.01%
56
588
$19.5K ﹤0.01%
178
+5
589
$19.4K ﹤0.01%
168
590
$19.2K ﹤0.01%
451
-40
591
$19.1K ﹤0.01%
438
-45
592
$19.1K ﹤0.01%
5
593
$19K ﹤0.01%
618
+4
594
$19K ﹤0.01%
203
+51
595
$19K ﹤0.01%
243
+9
596
$18.9K ﹤0.01%
126
+54
597
$18.8K ﹤0.01%
129
-66
598
$18.6K ﹤0.01%
195
599
$18.6K ﹤0.01%
138
+57
600
$18.5K ﹤0.01%
+200
22 23
24
25 26