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
676
$13.4K ﹤0.01%
23
+14
677
$13.4K ﹤0.01%
1,578
678
$13.3K ﹤0.01%
112
-11
679
$13.3K ﹤0.01%
153
-121,434
680
$13.2K ﹤0.01%
+500
681
$13.2K ﹤0.01%
200
682
$13K ﹤0.01%
203
683
$13K ﹤0.01%
484
684
$12.9K ﹤0.01%
84
+83
685
$12.9K ﹤0.01%
57
-27
686
$12.8K ﹤0.01%
5,000
687
$12.8K ﹤0.01%
21
+8
688
$12.6K ﹤0.01%
549
689
$12.6K ﹤0.01%
+160
690
$12.6K ﹤0.01%
47
+2
691
$12.5K ﹤0.01%
71
-25
692
$12.4K ﹤0.01%
423
+33
693
$12.4K ﹤0.01%
560
694
$12.2K ﹤0.01%
900
+7
695
$12.1K ﹤0.01%
213
+1
696
$12K ﹤0.01%
320
-204
697
$12K ﹤0.01%
199
+3
698
$11.9K ﹤0.01%
192
+18
699
$11.8K ﹤0.01%
+56
700
$11.8K ﹤0.01%
237
-15
26 27
28
29 30