BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+5.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$602M
AUM Growth
+$50.5M
(+9.2%)
Cap. Flow
+$32.2M
Cap. Flow
% of AUM
5.36%
Top 10 Holdings %
Top 10 Hldgs %
17.21%
Holding
610
New
87
Increased
259
Reduced
176
Closed
69
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.9M |
| 2 |
Verizon
VZ
|
$4.22M |
| 3 |
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
|
$4.1M |
| 4 |
Wells Fargo
WFC
|
$2.91M |
| 5 |
Visa
V
|
$2.82M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$11.1M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.54M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$3.34M |
| 4 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$3.28M |
| 5 |
NOV
NOV
|
$3.1M |
Sector Composition
| 1 | Financials | 8.96% |
| 2 | Healthcare | 8.63% |
| 3 | Technology | 8.55% |
| 4 | Communication Services | 6.89% |
| 5 | Industrials | 5.07% |
