BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+6.87%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$426M
AUM Growth
+$426M
(+29%)
Cap. Flow
+$230M
Cap. Flow
% of AUM
53.96%
Top 10 Holdings %
Top 10 Hldgs %
13%
Holding
2,485
New
1,732
Increased
488
Reduced
169
Closed
34
Top Buys
| 1 |
Apple
AAPL
|
$14.6M |
| 2 |
MannKind Corp
MNKD
|
$4.83M |
| 3 |
Chevron
CVX
|
$2.79M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.77M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.55M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.17M |
| 2 |
Rambus
RMBS
|
$1.41M |
| 3 |
ProShares Ultra S&P500
SSO
|
$724K |
| 4 |
STPP
iPath US Treasury Steepener ETN
STPP
|
$685K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$685K |
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Energy | 9.15% |
| 3 | Financials | 8.59% |
| 4 | Healthcare | 8.23% |
| 5 | Industrials | 6.47% |
