BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-1.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
–
Cap. Flow
+$294M
Cap. Flow
% of AUM
99.85%
Top 10 Holdings %
Top 10 Hldgs %
17.84%
Holding
691
New
688
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.87M |
| 2 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
$7.24M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.32M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$6.1M |
| 5 |
AT&T
T
|
$4.27M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 8.61% |
| 2 | Technology | 6.42% |
| 3 | Financials | 5.88% |
| 4 | Real Estate | 5.04% |
| 5 | Healthcare | 4.65% |
