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
626
$16.7K ﹤0.01%
+240
627
$16.6K ﹤0.01%
658
628
$16.5K ﹤0.01%
126
-28
629
$16.4K ﹤0.01%
62
+11
630
$16.4K ﹤0.01%
351
631
$16.2K ﹤0.01%
600
+400
632
$16.1K ﹤0.01%
500
-1,500
633
$16.1K ﹤0.01%
323
634
$16.1K ﹤0.01%
301
635
$16.1K ﹤0.01%
+780
636
$16.1K ﹤0.01%
236
+200
637
$16K ﹤0.01%
248
-22
638
$15.9K ﹤0.01%
56
+2
639
$15.8K ﹤0.01%
150
+21
640
$15.6K ﹤0.01%
174
+8
641
$15.6K ﹤0.01%
1,000
642
$15.6K ﹤0.01%
201
643
$15.5K ﹤0.01%
329
+92
644
$15.4K ﹤0.01%
426
+51
645
$15.4K ﹤0.01%
419
+61
646
$15.2K ﹤0.01%
11
-2
647
$15.2K ﹤0.01%
110
-4
648
$15.1K ﹤0.01%
1,060
649
$15.1K ﹤0.01%
73
+56
650
$15K ﹤0.01%
1,500
24 25
26
27 28