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
1051
$2.08K ﹤0.01%
26
+7
1052
$2.07K ﹤0.01%
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1053
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41
1054
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200
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1055
$2.04K ﹤0.01%
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1056
$2.01K ﹤0.01%
+27
1057
$2K ﹤0.01%
26
+6
1058
$1.98K ﹤0.01%
133
+30
1059
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23
-25
1060
$1.97K ﹤0.01%
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$1.96K ﹤0.01%
+72
1062
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+40
1063
$1.95K ﹤0.01%
100
1064
$1.94K ﹤0.01%
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$1.94K ﹤0.01%
15
-15
1066
$1.91K ﹤0.01%
45
1067
$1.91K ﹤0.01%
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-21
1068
$1.91K ﹤0.01%
161
+53
1069
$1.91K ﹤0.01%
100
1070
$1.91K ﹤0.01%
12
-12
1071
$1.89K ﹤0.01%
44
1072
$1.89K ﹤0.01%
18
-19
1073
$1.88K ﹤0.01%
900
1074
$1.88K ﹤0.01%
52
-56
1075
$1.86K ﹤0.01%
100
41 42
43
44 45