BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+9.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.88B
AUM Growth
+$379M
(+25%)
Cap. Flow
+$279M
Cap. Flow
% of AUM
14.86%
Top 10 Holdings %
Top 10 Hldgs %
17.64%
Holding
998
New
136
Increased
593
Reduced
193
Closed
54
Top Buys
| 1 |
Microsoft
MSFT
|
$9.36M |
| 2 |
American Tower
AMT
|
$8.76M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.76M |
| 4 |
Alibaba
BABA
|
$8.73M |
| 5 |
Trade Desk
TTD
|
$6.75M |
Top Sells
Sector Composition
| 1 | Technology | 15.3% |
| 2 | Healthcare | 7.8% |
| 3 | Consumer Discretionary | 7.47% |
| 4 | Communication Services | 5.95% |
| 5 | Financials | 5.69% |
