BWL
Bogart Wealth LLC Portfolio holdings
AUM
$2.47B
1-Year Est. Return
12.22%
1 Year Est. Return
+12.22%
AUM
$2.47B
AUM Growth
+$126M
(+5.4%)
Holding
1,603
Top Buys
| 1 | +$81.8M | |
| 2 | +$43.2M | |
| 3 | +$10.4M | |
| 4 |
DTE Energy
DTE
|
+$7.65M |
| 5 |
S&P Global
SPGI
|
+$4.92M |
Top Sells
| 1 | +$79.3M | |
| 2 | +$41.7M | |
| 3 | +$10.4M | |
| 4 |
MetLife
MET
|
+$6.58M |
| 5 |
Zoetis
ZTS
|
+$6.05M |
Sector Composition
| 1 | Technology | 10.4% |
| 2 | Energy | 7.9% |
| 3 | Financials | 5.95% |
| 4 | Healthcare | 4.23% |
| 5 | Communication Services | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Argan
AGX
$4.03B
| – | – |
-50
|
|
||
1602
American Financial Group
AFG
$11B
| – | – |
-8
|
|
||
1603
Acadia Healthcare
ACHC
$2.12B
| – | – |
-23
|
|