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
976
$3.3K ﹤0.01%
215
+4
977
$3.3K ﹤0.01%
+63
978
$3.3K ﹤0.01%
15
979
$3.28K ﹤0.01%
19
980
$3.28K ﹤0.01%
109
981
$3.26K ﹤0.01%
44
982
$3.25K ﹤0.01%
+41
983
$3.24K ﹤0.01%
78
984
$3.24K ﹤0.01%
110
-179
985
$3.23K ﹤0.01%
50
986
$3.22K ﹤0.01%
39
-26
987
$3.21K ﹤0.01%
64
988
$3.2K ﹤0.01%
49
989
$3.18K ﹤0.01%
88
990
$3.17K ﹤0.01%
1,000
991
$3.15K ﹤0.01%
+70
992
$3.09K ﹤0.01%
213
-100
993
$3.08K ﹤0.01%
102
+31
994
$3.07K ﹤0.01%
+73
995
$3.05K ﹤0.01%
+64
996
$3.03K ﹤0.01%
24
+4
997
$3.03K ﹤0.01%
40
+5
998
$3.03K ﹤0.01%
18
+3
999
$2.96K ﹤0.01%
265
-184
1000
$2.95K ﹤0.01%
20
38 39
40
41 42