BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+9.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.47B
AUM Growth
+$328M
(+10%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
19.15%
Holding
1,535
New
131
Increased
704
Reduced
513
Closed
128
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$18.6M |
| 2 |
Meta Platforms (Facebook)
META
|
+$14.1M |
| 3 |
Caterpillar
CAT
|
+$9.08M |
| 4 |
Apple
AAPL
|
+$7.49M |
| 5 |
Innovative Industrial Properties
IIPR
|
+$5.57M |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.8M |
| 2 |
Shopify
SHOP
|
+$4.73M |
| 3 |
Nutanix
NTNX
|
+$4.45M |
| 4 |
ProShares UltraShort S&P500
SDS
|
+$3.81M |
| 5 |
CrowdStrike
CRWD
|
+$3.37M |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Consumer Discretionary | 6.77% |
| 3 | Healthcare | 6.75% |
| 4 | Financials | 5.89% |
| 5 | Communication Services | 5.51% |
