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
1076
$1.85K ﹤0.01%
32
-48
1077
$1.84K ﹤0.01%
+87
1078
$1.83K ﹤0.01%
56
1079
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53
1080
$1.81K ﹤0.01%
300
1081
$1.8K ﹤0.01%
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-27
1082
$1.8K ﹤0.01%
12
+6
1083
$1.8K ﹤0.01%
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-17
1084
$1.78K ﹤0.01%
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-13
1085
$1.78K ﹤0.01%
3
1086
$1.77K ﹤0.01%
28
1087
$1.77K ﹤0.01%
67
1088
$1.75K ﹤0.01%
+72
1089
$1.75K ﹤0.01%
32
-43
1090
$1.74K ﹤0.01%
444
1091
$1.72K ﹤0.01%
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-22
1092
$1.7K ﹤0.01%
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-10
1093
$1.69K ﹤0.01%
55
+7
1094
$1.69K ﹤0.01%
5
-5
1095
$1.67K ﹤0.01%
15
-16
1096
$1.65K ﹤0.01%
50
-45
1097
$1.61K ﹤0.01%
30
-34
1098
$1.59K ﹤0.01%
31
1099
$1.58K ﹤0.01%
14
-14
1100
$1.58K ﹤0.01%
+9
42 43
44
45 46