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
801
$7.87K ﹤0.01%
56
+48
802
$7.85K ﹤0.01%
+29
803
$7.79K ﹤0.01%
86
804
$7.78K ﹤0.01%
26
+7
805
$7.73K ﹤0.01%
133
806
$7.72K ﹤0.01%
79
+5
807
$7.71K ﹤0.01%
80
808
$7.66K ﹤0.01%
150
809
$7.65K ﹤0.01%
183
-841
810
$7.64K ﹤0.01%
100
811
$7.64K ﹤0.01%
77
+57
812
$7.6K ﹤0.01%
+264
813
$7.58K ﹤0.01%
+19
814
$7.58K ﹤0.01%
+225
815
$7.56K ﹤0.01%
2,895
816
$7.53K ﹤0.01%
63
+4
817
$7.52K ﹤0.01%
+12
818
$7.51K ﹤0.01%
221
819
$7.47K ﹤0.01%
70
-191
820
$7.47K ﹤0.01%
47
821
$7.44K ﹤0.01%
43
-4
822
$7.44K ﹤0.01%
11,316
+10,000
823
$7.43K ﹤0.01%
54
-5
824
$7.37K ﹤0.01%
+290
825
$7.3K ﹤0.01%
87
+6
31 32
33
34 35