BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+1.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.68M
AUM Growth
+$4.68M
(-99%)
Cap. Flow
-$55.8M
Cap. Flow
% of AUM
-1,191.4%
Top 10 Holdings %
Top 10 Hldgs %
13.14%
Holding
3,984
New
3,307
Increased
401
Reduced
116
Closed
126
Top Buys
| 1 |
Alibaba
BABA
|
$44.7K |
| 2 |
Meta Platforms (Facebook)
META
|
$34K |
| 3 |
Apple
AAPL
|
$28.9K |
| 4 |
Johnson & Johnson
JNJ
|
$22.1K |
| 5 |
Microsoft
MSFT
|
$18.2K |
Top Sells
Sector Composition
| 1 | Technology | 7.3% |
| 2 | Healthcare | 6.35% |
| 3 | Financials | 5.66% |
| 4 | Energy | 4.51% |
| 5 | Communication Services | 4.24% |