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
1126
$1.37K ﹤0.01%
+27
1127
$1.35K ﹤0.01%
9
-9
1128
$1.34K ﹤0.01%
200
+50
1129
$1.34K ﹤0.01%
11
-26
1130
$1.32K ﹤0.01%
+5
1131
$1.32K ﹤0.01%
53
-93
1132
$1.31K ﹤0.01%
14
-22
1133
$1.31K ﹤0.01%
134
1134
$1.3K ﹤0.01%
13
1135
$1.3K ﹤0.01%
24
+16
1136
$1.3K ﹤0.01%
9
-9
1137
$1.29K ﹤0.01%
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-18
1138
$1.27K ﹤0.01%
+19
1139
$1.26K ﹤0.01%
34
-33
1140
$1.25K ﹤0.01%
17
+11
1141
$1.25K ﹤0.01%
+60
1142
$1.22K ﹤0.01%
+6
1143
$1.22K ﹤0.01%
15
-7
1144
$1.22K ﹤0.01%
139
1145
$1.22K ﹤0.01%
66
1146
$1.2K ﹤0.01%
6
-6
1147
$1.19K ﹤0.01%
191
1148
$1.19K ﹤0.01%
150
+125
1149
$1.18K ﹤0.01%
10
-18
1150
$1.17K ﹤0.01%
49
44 45
46
47 48