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
901
$4.74K ﹤0.01%
121
+100
902
$4.74K ﹤0.01%
21
903
$4.67K ﹤0.01%
20
-19
904
$4.66K ﹤0.01%
27
-4
905
$4.65K ﹤0.01%
140
+4
906
$4.65K ﹤0.01%
26
+6
907
$4.61K ﹤0.01%
59
908
$4.58K ﹤0.01%
39
-8
909
$4.57K ﹤0.01%
1,376
910
$4.48K ﹤0.01%
28
-5
911
$4.46K ﹤0.01%
21
+4
912
$4.43K ﹤0.01%
48
913
$4.42K ﹤0.01%
37
+19
914
$4.4K ﹤0.01%
30
-27
915
$4.37K ﹤0.01%
621
916
$4.35K ﹤0.01%
378
917
$4.34K ﹤0.01%
54
+24
918
$4.33K ﹤0.01%
36
919
$4.32K ﹤0.01%
+77
920
$4.26K ﹤0.01%
131
-50
921
$4.22K ﹤0.01%
187
922
$4.19K ﹤0.01%
+91
923
$4.19K ﹤0.01%
22
924
$4.16K ﹤0.01%
335
-676
925
$4.14K ﹤0.01%
21
+6
35 36
37
38 39