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
951
$3.67K ﹤0.01%
661
952
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+24
953
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954
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955
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956
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957
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-44
959
$3.49K ﹤0.01%
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960
$3.48K ﹤0.01%
7
961
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963
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964
$3.42K ﹤0.01%
+59
965
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966
$3.4K ﹤0.01%
+100
967
$3.4K ﹤0.01%
83
968
$3.39K ﹤0.01%
6
+1
969
$3.39K ﹤0.01%
104
+2
970
$3.39K ﹤0.01%
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971
$3.36K ﹤0.01%
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-7
972
$3.35K ﹤0.01%
75
-9
973
$3.33K ﹤0.01%
72
974
$3.31K ﹤0.01%
48
975
$3.3K ﹤0.01%
+40
37 38
39
40 41