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
751
$9.74K ﹤0.01%
2,000
752
$9.74K ﹤0.01%
+175
753
$9.72K ﹤0.01%
138
754
$9.72K ﹤0.01%
206
755
$9.67K ﹤0.01%
135
+84
756
$9.66K ﹤0.01%
71
+1
757
$9.55K ﹤0.01%
378
-115
758
$9.45K ﹤0.01%
35
+4
759
$9.42K ﹤0.01%
145
+130
760
$9.37K ﹤0.01%
85
761
$9.3K ﹤0.01%
36
+2
762
$9.28K ﹤0.01%
41
+2
763
$9.28K ﹤0.01%
42
-1
764
$9.23K ﹤0.01%
123
+7
765
$9.23K ﹤0.01%
238
-34
766
$9.21K ﹤0.01%
2
767
$9.2K ﹤0.01%
861
+51
768
$9.1K ﹤0.01%
55
+27
769
$9.1K ﹤0.01%
74
770
$8.99K ﹤0.01%
49
771
$8.97K ﹤0.01%
11
-2
772
$8.94K ﹤0.01%
314
773
$8.87K ﹤0.01%
529
774
$8.86K ﹤0.01%
754
775
$8.79K ﹤0.01%
55
29 30
31
32 33