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
776
$8.79K ﹤0.01%
77
-5
777
$8.74K ﹤0.01%
100
778
$8.72K ﹤0.01%
847
+48
779
$8.7K ﹤0.01%
15
-1
780
$8.7K ﹤0.01%
121
781
$8.67K ﹤0.01%
253
+15
782
$8.65K ﹤0.01%
100
783
$8.27K ﹤0.01%
+174
784
$8.23K ﹤0.01%
213
+194
785
$8.22K ﹤0.01%
1,000
786
$8.17K ﹤0.01%
+155
787
$8.16K ﹤0.01%
300
+200
788
$8.08K ﹤0.01%
59
+8
789
$8.08K ﹤0.01%
138
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790
$8.07K ﹤0.01%
200
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791
$8.06K ﹤0.01%
119
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$8.04K ﹤0.01%
400
793
$8.03K ﹤0.01%
23
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$8K ﹤0.01%
126
795
$7.99K ﹤0.01%
81
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796
$7.95K ﹤0.01%
+199
797
$7.95K ﹤0.01%
200
798
$7.92K ﹤0.01%
196
-41
799
$7.88K ﹤0.01%
231
800
$7.87K ﹤0.01%
173
30 31
32
33 34