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
926
$4.11K ﹤0.01%
45
927
$4.11K ﹤0.01%
122
+1
928
$4.09K ﹤0.01%
37
-70
929
$4.09K ﹤0.01%
25
930
$4.07K ﹤0.01%
150
931
$4.07K ﹤0.01%
46
932
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59
933
$4.05K ﹤0.01%
48
934
$4.01K ﹤0.01%
48
935
$3.94K ﹤0.01%
56
936
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231
937
$3.92K ﹤0.01%
97
-132
938
$3.92K ﹤0.01%
319
-152
939
$3.91K ﹤0.01%
100
940
$3.9K ﹤0.01%
+54
941
$3.9K ﹤0.01%
16
942
$3.88K ﹤0.01%
100
943
$3.87K ﹤0.01%
8
+5
944
$3.87K ﹤0.01%
59
-45
945
$3.85K ﹤0.01%
148
-24
946
$3.79K ﹤0.01%
404
947
$3.75K ﹤0.01%
25
948
$3.73K ﹤0.01%
+500
949
$3.71K ﹤0.01%
+100
950
$3.71K ﹤0.01%
34
+5
36 37
38
39 40