BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-6.68%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$416M
AUM Growth
+$13.8M
(+3.4%)
Cap. Flow
+$47.8M
Cap. Flow
% of AUM
11.49%
Top 10 Holdings %
Top 10 Hldgs %
15.86%
Holding
642
New
109
Increased
323
Reduced
116
Closed
79
Top Buys
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$1.95M |
| 2 |
MPVD
Mountain Province Diamonds Inc.
MPVD
|
$1.83M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.46M |
| 4 |
MRVC
MRV Communications Inc
MRVC
|
$830K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$580K |
Sector Composition
| 1 | Healthcare | 9.64% |
| 2 | Technology | 8.67% |
| 3 | Financials | 7.4% |
| 4 | Communication Services | 7.09% |
| 5 | Consumer Staples | 5.25% |
