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
-$380M
(-99%)
Cap. Flow
-$55.9M
Cap. Flow
% of AUM
-1,193.81%
Top 10 Holdings %
Top 10 Hldgs %
13.14%
Holding
3,984
New
3,297
Increased
403
Reduced
113
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
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
+$732K |
| 2 |
KOG
KODIAK OIL & GAS CORP
KOG
|
+$505K |
| 3 |
WPZ
Williams Partners L.P.
WPZ
|
+$377K |
| 4 |
NNJ
NUVEEN (NJ)PREM INCM MUNI FUND
NNJ
|
+$263K |
| 5 |
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
|
+$260K |
Sector Composition
| 1 | Technology | 7.3% |
| 2 | Healthcare | 6.35% |
| 3 | Financials | 5.66% |
| 4 | Energy | 4.51% |
| 5 | Communication Services | 4.24% |
