BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+13.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$801M
AUM Growth
+$98.1M
(+14%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
18.05%
Holding
792
New
128
Increased
343
Reduced
246
Closed
52
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.55M |
| 2 |
PACCAR
PCAR
|
+$1.55M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$1.49M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.44M |
| 5 |
iShares Select Dividend ETF
DVY
|
+$1.41M |
Top Sells
| 1 |
FS KKR Capital
FSK
|
+$5.33M |
| 2 |
Alibaba
BABA
|
+$4.47M |
| 3 |
Apple
AAPL
|
+$3.37M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.04M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.55M |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Healthcare | 7.14% |
| 3 | Financials | 6.77% |
| 4 | Communication Services | 6.46% |
| 5 | Consumer Discretionary | 5.95% |
