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
1276
$489 ﹤0.01%
+21
1277
$488 ﹤0.01%
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1278
$487 ﹤0.01%
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1279
$487 ﹤0.01%
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1280
$481 ﹤0.01%
+3
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$480 ﹤0.01%
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6
+4
1283
$478 ﹤0.01%
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1284
$477 ﹤0.01%
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1286
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$470 ﹤0.01%
7
1289
$469 ﹤0.01%
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1290
$466 ﹤0.01%
+3
1291
$465 ﹤0.01%
+26
1292
$464 ﹤0.01%
+5
1293
$464 ﹤0.01%
+3
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$464 ﹤0.01%
15
1295
$464 ﹤0.01%
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1296
$463 ﹤0.01%
+4
1297
$461 ﹤0.01%
+21
1298
$461 ﹤0.01%
+6
1299
$458 ﹤0.01%
+6
1300
$458 ﹤0.01%
+3
50 51
52
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