BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+15.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.87B
AUM Growth
-$6.46M
(-0.34%)
Cap. Flow
-$255M
Cap. Flow
% of AUM
-13.66%
Top 10 Holdings %
Top 10 Hldgs %
17.57%
Holding
1,117
New
173
Increased
263
Reduced
570
Closed
91
Top Buys
| 1 |
Shopify
SHOP
|
+$10.9M |
| 2 |
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
|
+$9.74M |
| 3 |
Twilio
TWLO
|
+$9.69M |
| 4 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
+$9.56M |
| 5 |
ALPS O'Shares Global Internet Giants ETF
OGIG
|
+$7.78M |
Top Sells
| 1 |
Trade Desk
TTD
|
+$22M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$11.5M |
| 3 |
American Tower
AMT
|
+$11.4M |
| 4 |
Palo Alto Networks
PANW
|
+$11M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$9.63M |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Consumer Discretionary | 7.81% |
| 3 | Healthcare | 7.61% |
| 4 | Financials | 6.11% |
| 5 | Communication Services | 5.45% |
