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
851
$6.33K ﹤0.01%
30
-36
852
$6.31K ﹤0.01%
100
853
$6.28K ﹤0.01%
+207
854
$6.25K ﹤0.01%
32
-7
855
$6.23K ﹤0.01%
300
856
$6.23K ﹤0.01%
200
857
$6.1K ﹤0.01%
312
+260
858
$5.99K ﹤0.01%
100
859
$5.96K ﹤0.01%
19
+1
860
$5.95K ﹤0.01%
2,555
861
$5.95K ﹤0.01%
28
+2
862
$5.89K ﹤0.01%
39
863
$5.88K ﹤0.01%
+1,109
864
$5.82K ﹤0.01%
228
865
$5.81K ﹤0.01%
177
-26
866
$5.8K ﹤0.01%
400
867
$5.79K ﹤0.01%
18
868
$5.7K ﹤0.01%
18
-2
869
$5.69K ﹤0.01%
50
870
$5.68K ﹤0.01%
76
871
$5.67K ﹤0.01%
329
-15
872
$5.66K ﹤0.01%
158
873
$5.63K ﹤0.01%
86
874
$5.55K ﹤0.01%
370
875
$5.5K ﹤0.01%
160
33 34
35
36 37