BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+1.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
+$103M
(+11%)
Cap. Flow
+$97.6M
Cap. Flow
% of AUM
9.61%
Top 10 Holdings %
Top 10 Hldgs %
17.19%
Holding
878
New
86
Increased
451
Reduced
246
Closed
69
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$5.17M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.86M |
| 3 |
Verizon
VZ
|
$3.29M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.11M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$2.94M |
Sector Composition
| 1 | Technology | 10.51% |
| 2 | Financials | 7.15% |
| 3 | Healthcare | 6.88% |
| 4 | Communication Services | 6.07% |
| 5 | Consumer Discretionary | 5.7% |
