BWL
Bogart Wealth LLC Portfolio holdings
AUM
$2.49B
1-Year Est. Return
15.77%
This Fund
S&P 500
1 Year Est. Return
+15.77%
AUM
$2.11B
AUM Growth
-$4.53M
(-0.21%)
Holding
1,395
Top Buys
| 1 | +$54.5M | |
| 2 | +$22.2M | |
| 3 | +$7.35M | |
| 4 |
Truist Financial
TFC
|
+$7.32M |
| 5 |
Verizon
VZ
|
+$7.1M |
Top Sells
| 1 | +$59.3M | |
| 2 | +$17.5M | |
| 3 | +$8.9M | |
| 4 |
IQVIA
IQV
|
+$7.69M |
| 5 |
McDonald's
MCD
|
+$6.59M |
Sector Composition
| 1 | Technology | 10.59% |
| 2 | Energy | 7.99% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 3.97% |
| 5 | Communication Services | 3.87% |