BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-0.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$714M
AUM Growth
-$25.7M
(-3.5%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-2.14%
Top 10 Holdings %
Top 10 Hldgs %
17.31%
Holding
740
New
100
Increased
271
Reduced
281
Closed
72
Top Buys
| 1 |
Verizon
VZ
|
$8.21M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$3.2M |
| 3 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$2.75M |
| 4 |
FS KKR Capital
FSK
|
$2.64M |
| 5 |
BP
BP
|
$2.12M |
Top Sells
Sector Composition
| 1 | Technology | 9.21% |
| 2 | Financials | 8.4% |
| 3 | Healthcare | 6.84% |
| 4 | Communication Services | 6.82% |
| 5 | Consumer Discretionary | 5.88% |
