BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-14.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.38B
AUM Growth
-$678M
(-22%)
Cap. Flow
-$200M
Cap. Flow
% of AUM
-8.43%
Top 10 Holdings %
Top 10 Hldgs %
17.82%
Holding
1,442
New
63
Increased
465
Reduced
641
Closed
211
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$12.8M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$11.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$10.9M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$10M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$7.81M |
Sector Composition
| 1 | Technology | 14.51% |
| 2 | Healthcare | 7.99% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Financials | 5.57% |
| 5 | Industrials | 4.58% |
