BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.08B
1 Year Est. Return
–
AUM
$2.06B
AUM Growth
–
Holding
955
Top Buys
| 1 | +$111M | |
| 2 | +$77.7M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
CBAK Energy Technology
CBAT
$79.8M
| $14.4K | ﹤0.01% |
+12,200
|
|
||
952
Virgin Galactic
SPCE
$191M
| $14.2K | ﹤0.01% |
+5,207
|
|
||
953
Cibus
CBUS
$65.7M
| $13.8K | ﹤0.01% |
+10,000
|
|
||
|
URG
954
Ur-Energy
URG
$455M
| $12.1K | ﹤0.01% |
+11,500
|
|
||
955
BioAtla
BCAB
$38.7M
| $11.9K | ﹤0.01% |
+30,000
|
|