BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+0.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$402M
AUM Growth
-$7.78M
(-1.9%)
Cap. Flow
-$5.1M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
17.57%
Holding
678
New
92
Increased
150
Reduced
272
Closed
145
Top Buys
| 1 |
MPVD
Mountain Province Diamonds Inc.
MPVD
|
$9.66M |
| 2 |
Eagle Materials
EXP
|
$4.51M |
| 3 |
STRP
Straight Path Communications Inc.
STRP
|
$3.34M |
| 4 |
GG
Goldcorp Inc
GG
|
$2.24M |
| 5 |
Wells Fargo
WFC
|
$2.16M |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.98M |
| 2 |
VER
VEREIT, Inc.
VER
|
$1.71M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.29M |
| 4 |
Compañía de Minas Buenaventura
BVN
|
$1.18M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.09M |
Sector Composition
| 1 | Healthcare | 10.07% |
| 2 | Technology | 8.79% |
| 3 | Communication Services | 7.43% |
| 4 | Financials | 7.16% |
| 5 | Energy | 6.18% |
