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
726
$10.8K ﹤0.01%
38
+32
727
$10.7K ﹤0.01%
107
-12
728
$10.7K ﹤0.01%
137
-33
729
$10.6K ﹤0.01%
200
730
$10.6K ﹤0.01%
1,000
731
$10.6K ﹤0.01%
440
+236
732
$10.5K ﹤0.01%
325
733
$10.5K ﹤0.01%
301
+170
734
$10.5K ﹤0.01%
241
+3
735
$10.5K ﹤0.01%
129
+38
736
$10.5K ﹤0.01%
+356
737
$10.4K ﹤0.01%
47
738
$10.4K ﹤0.01%
381
739
$10.4K ﹤0.01%
285
+181
740
$10.3K ﹤0.01%
45
741
$10.3K ﹤0.01%
128
+95
742
$10.2K ﹤0.01%
109
-26
743
$10.1K ﹤0.01%
400
-954
744
$10.1K ﹤0.01%
269
745
$10K ﹤0.01%
53
+3
746
$10K ﹤0.01%
217
+33
747
$9.8K ﹤0.01%
+84
748
$9.8K ﹤0.01%
56
-29
749
$9.78K ﹤0.01%
201
750
$9.75K ﹤0.01%
480
28 29
30
31 32