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
701
$11.1K ﹤0.01%
231
702
$11.1K ﹤0.01%
316
+2
703
$11.1K ﹤0.01%
1,099
704
$11.1K ﹤0.01%
+200
705
$11.1K ﹤0.01%
195
-70
706
$11K ﹤0.01%
2,895
707
$11K ﹤0.01%
945
708
$11K ﹤0.01%
1,037
709
$11K ﹤0.01%
104
710
$11K ﹤0.01%
390
+1
711
$10.9K ﹤0.01%
206
712
$10.8K ﹤0.01%
135
713
$10.8K ﹤0.01%
344
+13
714
$10.8K ﹤0.01%
49
+13
715
$10.7K ﹤0.01%
121
716
$10.7K ﹤0.01%
27
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717
$10.7K ﹤0.01%
45
718
$10.7K ﹤0.01%
237
719
$10.6K ﹤0.01%
200
720
$10.4K ﹤0.01%
754
721
$10.4K ﹤0.01%
59
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722
$10.4K ﹤0.01%
188
723
$10.4K ﹤0.01%
55
724
$10.4K ﹤0.01%
958
725
$10.3K ﹤0.01%
1,000