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
701
$11.8K ﹤0.01%
+300
702
$11.8K ﹤0.01%
117
703
$11.8K ﹤0.01%
112
-2
704
$11.6K ﹤0.01%
367
-155
705
$11.5K ﹤0.01%
30
706
$11.5K ﹤0.01%
242
+47
707
$11.5K ﹤0.01%
162
-61
708
$11.5K ﹤0.01%
121
-24
709
$11.4K ﹤0.01%
216
-184
710
$11.4K ﹤0.01%
114
711
$11.4K ﹤0.01%
318
+2
712
$11.3K ﹤0.01%
400
+293
713
$11.3K ﹤0.01%
+54
714
$11.3K ﹤0.01%
26
-1
715
$11.2K ﹤0.01%
104
+4
716
$11.2K ﹤0.01%
231
717
$11.1K ﹤0.01%
+122
718
$11.1K ﹤0.01%
104
719
$11K ﹤0.01%
+10,000
720
$11K ﹤0.01%
43
-72
721
$11K ﹤0.01%
1,037
722
$11K ﹤0.01%
958
723
$10.8K ﹤0.01%
155
-70
724
$10.8K ﹤0.01%
188
725
$10.8K ﹤0.01%
135
27 28
29
30 31