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BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
28.54%
This Fund
S&P 500
1 Year Est. Return
+28.54%
AUM
$1.5B
AUM Growth
+$325M
(+28%)
Holding
925
Top Buys
| 1 | +$7.78M | |
| 2 | +$7.61M | |
| 3 | +$6.37M | |
| 4 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$5.92M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$5.82M |
Top Sells
| 1 | +$9.65M | |
| 2 | +$6.45M | |
| 3 | +$4.1M | |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$3.23M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.33M |
Sector Composition
| 1 | Technology | 13.72% |
| 2 | Healthcare | 7.39% |
| 3 | Consumer Discretionary | 6.3% |
| 4 | Communication Services | 5.95% |
| 5 | Financials | 5.74% |