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
676
$12.5K ﹤0.01%
252
+237
677
$12.4K ﹤0.01%
212
+2
678
$12.3K ﹤0.01%
145
+73
679
$12.3K ﹤0.01%
51
680
$12.3K ﹤0.01%
66
+2
681
$12.3K ﹤0.01%
114
682
$12.3K ﹤0.01%
13
+6
683
$12.1K ﹤0.01%
1,249
684
$12.1K ﹤0.01%
2,000
685
$11.9K ﹤0.01%
375
686
$11.7K ﹤0.01%
338
687
$11.7K ﹤0.01%
117
688
$11.7K ﹤0.01%
560
689
$11.7K ﹤0.01%
203
+100
690
$11.6K ﹤0.01%
176
-4
691
$11.6K ﹤0.01%
81
+1
692
$11.6K ﹤0.01%
+88
693
$11.6K ﹤0.01%
72
+15
694
$11.6K ﹤0.01%
196
695
$11.5K ﹤0.01%
135
+1
696
$11.5K ﹤0.01%
493
+131
697
$11.5K ﹤0.01%
+49
698
$11.4K ﹤0.01%
47
699
$11.3K ﹤0.01%
201
700
$11.2K ﹤0.01%
237