BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+10.76%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.71B
AUM Growth
+$16.7M
(+0.45%)
Cap. Flow
-$334M
Cap. Flow
% of AUM
-9%
Top 10 Holdings %
Top 10 Hldgs %
20.87%
Holding
1,535
New
90
Increased
375
Reduced
876
Closed
149
Top Buys
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.77M |
| 2 |
US Treasury 10 Year Note ETF
UTEN
|
+$6.72M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.35M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.92M |
| 5 |
Tesla
TSLA
|
+$4.66M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$24.2M |
| 2 |
Vanguard Value ETF
VTV
|
+$18.7M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$11.4M |
| 4 |
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
|
+$9.69M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.66M |
Sector Composition
| 1 | Technology | 16.34% |
| 2 | Consumer Discretionary | 6.23% |
| 3 | Healthcare | 6.13% |
| 4 | Financials | 5.87% |
| 5 | Industrials | 4.71% |
