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
$2.47B
AUM Growth
+$126M
(+5.4%)
Holding
1,603
Top Buys
| 1 | +$78.2M | |
| 2 | +$42.3M | |
| 3 | +$8.43M | |
| 4 |
DTE Energy
DTE
|
+$7.41M |
| 5 |
S&P Global
SPGI
|
+$5.41M |
Top Sells
| 1 | +$76.5M | |
| 2 | +$41.2M | |
| 3 | +$9.98M | |
| 4 |
MetLife
MET
|
+$6.28M |
| 5 |
Zoetis
ZTS
|
+$6.25M |
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 | |
|---|---|---|---|---|---|---|
|
ETOR
1601
eToro Group
ETOR
$2.42B
| – | – |
-21
|
|
||
1602
Essex Property Trust
ESS
$15.7B
| – | – |
-176
|
|
||
|
EVRI
1603
DELISTED
Everi Holdings
EVRI
| – | – |
-75
|
|