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
1151
$1.16K ﹤0.01%
32
+7
1152
$1.15K ﹤0.01%
27
1153
$1.14K ﹤0.01%
+170
1154
$1.14K ﹤0.01%
10
-9
1155
$1.14K ﹤0.01%
10
-12
1156
$1.13K ﹤0.01%
189
1157
$1.1K ﹤0.01%
+12
1158
$1.1K ﹤0.01%
5
-4
1159
$1.1K ﹤0.01%
71
1160
$1.1K ﹤0.01%
6
-79
1161
$1.09K ﹤0.01%
+21
1162
$1.09K ﹤0.01%
13
-13
1163
$1.08K ﹤0.01%
+15
1164
$1.07K ﹤0.01%
6
1165
$1.06K ﹤0.01%
14
1166
$1.04K ﹤0.01%
11
1167
$1.04K ﹤0.01%
22
-16
1168
$1.03K ﹤0.01%
42
-91
1169
$1.02K ﹤0.01%
75
1170
$1.02K ﹤0.01%
4
1171
$1K ﹤0.01%
+15
1172
$995 ﹤0.01%
108
1173
$992 ﹤0.01%
11
-21
1174
$975 ﹤0.01%
28
-42
1175
$967 ﹤0.01%
3
-3
45 46
47
48 49