BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+13.33%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.06B
AUM Growth
–
Cap. Flow
+$2.06B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.5%
Holding
955
New
955
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$111M |
| 2 |
Apple
AAPL
|
$77.7M |
| 3 |
Microsoft
MSFT
|
$60.5M |
| 4 |
Amazon
AMZN
|
$59.1M |
| 5 |
Meta Platforms (Facebook)
META
|
$49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.71% |
| 2 | Financials | 7.13% |
| 3 | Consumer Discretionary | 6.03% |
| 4 | Communication Services | 5.83% |
| 5 | Healthcare | 4.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
CBAK Energy Technology
CBAT
$80.4M
| $14.4K | ﹤0.01% |
+12,200
| New | +$14.4K |
|
952
Virgin Galactic
SPCE
$177M
| $14.2K | ﹤0.01% |
+5,207
| New | +$14.2K |
|
953
Cibus
CBUS
$67.3M
| $13.8K | ﹤0.01% |
+10,000
| New | +$13.8K |
|
|
URG
954
Ur-Energy
URG
$569M
| $12.1K | ﹤0.01% |
+11,500
| New | +$12.1K |
|
955
BioAtla
BCAB
$28.7M
| $11.9K | ﹤0.01% |
+30,000
| New | +$11.9K |
|