BWL

Bogart Wealth LLC Portfolio holdings

AUM $2.34B
1-Year Est. Return 13.09%
This Quarter Est. Return
1 Year Est. Return
+13.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,395
New
Increased
Reduced
Closed

Top Buys

1 +$55.1M
2 +$21.8M
3 +$7.12M
4
XOM icon
Exxon Mobil
XOM
+$6.76M
5
VZ icon
Verizon
VZ
+$6.73M

Top Sells

1 +$56.2M
2 +$17.5M
3 +$11.2M
4
IQV icon
IQVIA
IQV
+$7.17M
5
MCD icon
McDonald's
MCD
+$6.4M

Sector Composition

1 Technology 10.59%
2 Energy 7.99%
3 Financials 6.64%
4 Healthcare 3.97%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$16.2K ﹤0.01%
129
+66
627
$16.2K ﹤0.01%
+80
628
$16.2K ﹤0.01%
109
629
$16K ﹤0.01%
5
630
$15.9K ﹤0.01%
15
631
$15.7K ﹤0.01%
118
632
$15.7K ﹤0.01%
223
+218
633
$15.5K ﹤0.01%
5,695
+4,695
634
$15.4K ﹤0.01%
95
635
$15.4K ﹤0.01%
1,060
636
$15.4K ﹤0.01%
195
+75
637
$15.1K ﹤0.01%
522
+295
638
$15.1K ﹤0.01%
5,000
639
$15.1K ﹤0.01%
893
+357
640
$14.8K ﹤0.01%
326
641
$14.8K ﹤0.01%
+500
642
$14.7K ﹤0.01%
270
+47
643
$14.7K ﹤0.01%
1,500
644
$14.6K ﹤0.01%
153
+14
645
$14.6K ﹤0.01%
147
+14
646
$14.5K ﹤0.01%
180
+116
647
$14.5K ﹤0.01%
114
+30
648
$14.5K ﹤0.01%
187
+5
649
$14.4K ﹤0.01%
306
650
$14.4K ﹤0.01%
123
+33