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
876
$5.45K ﹤0.01%
109
877
$5.44K ﹤0.01%
159
+59
878
$5.42K ﹤0.01%
+83
879
$5.42K ﹤0.01%
45
-12
880
$5.39K ﹤0.01%
56
-11
881
$5.37K ﹤0.01%
61
-13
882
$5.35K ﹤0.01%
36
+6
883
$5.31K ﹤0.01%
+50
884
$5.26K ﹤0.01%
+42
885
$5.21K ﹤0.01%
94
886
$5.2K ﹤0.01%
44
887
$5.18K ﹤0.01%
39
-9
888
$5.17K ﹤0.01%
900
-1,825
889
$5.07K ﹤0.01%
52
890
$5.06K ﹤0.01%
+203
891
$5.06K ﹤0.01%
27
+7
892
$5.02K ﹤0.01%
350
893
$5.01K ﹤0.01%
500
894
$4.98K ﹤0.01%
62
895
$4.96K ﹤0.01%
192
896
$4.88K ﹤0.01%
62
897
$4.86K ﹤0.01%
125
898
$4.85K ﹤0.01%
356
899
$4.84K ﹤0.01%
134
-26,265
900
$4.82K ﹤0.01%
73
-8
34 35
36
37 38