BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+2.98%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.05B
AUM Growth
-$545M
(-15%)
Cap. Flow
-$594M
Cap. Flow
% of AUM
-19.46%
Top 10 Holdings %
Top 10 Hldgs %
24.06%
Holding
1,323
New
60
Increased
249
Reduced
771
Closed
187
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$8.29M |
| 2 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$6.74M |
| 3 |
Lam Research
LRCX
|
+$6.3M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$5.94M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$5.22M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$50.4M |
| 2 |
Vanguard Growth ETF
VUG
|
+$23M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$21.9M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$21.1M |
| 5 |
Apple
AAPL
|
+$18.3M |
Sector Composition
| 1 | Technology | 20.48% |
| 2 | Consumer Discretionary | 6.32% |
| 3 | Financials | 6.24% |
| 4 | Healthcare | 5.48% |
| 5 | Industrials | 4.47% |
