BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-0.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.14B
AUM Growth
+$65.4M
(+2.1%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
17.11%
Holding
1,509
New
139
Increased
757
Reduced
443
Closed
105
Top Buys
| 1 |
Unity
U
|
+$10.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$9.45M |
| 3 |
Apple
AAPL
|
+$6.09M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$5.61M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$5.44M |
Top Sells
| 1 |
Invesco BuyBack Achievers ETF
PKW
|
+$6.72M |
| 2 |
Alibaba
BABA
|
+$6.68M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
+$6.59M |
| 4 |
Fortinet
FTNT
|
+$6.58M |
| 5 |
Vanguard Energy ETF
VDE
|
+$6.13M |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Healthcare | 6.92% |
| 3 | Consumer Discretionary | 6.8% |
| 4 | Financials | 6.29% |
| 5 | Communication Services | 5.67% |
