BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+2.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$492M
AUM Growth
-$17.8M
(-3.5%)
Cap. Flow
-$81.1M
Cap. Flow
% of AUM
-16.49%
Top 10 Holdings %
Top 10 Hldgs %
15.95%
Holding
676
New
61
Increased
154
Reduced
293
Closed
141
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.59M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.85M |
| 3 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$1.56M |
| 4 |
First Trust Financials AlphaDEX Fund
FXO
|
$1.22M |
| 5 |
McKesson
MCK
|
$910K |
Top Sells
Sector Composition
| 1 | Healthcare | 8.89% |
| 2 | Financials | 8.79% |
| 3 | Technology | 8.05% |
| 4 | Communication Services | 7.54% |
| 5 | Energy | 5.14% |
