BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-3.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.05B
AUM Growth
-$417M
(-12%)
Cap. Flow
-$216M
Cap. Flow
% of AUM
-7.06%
Top 10 Holdings %
Top 10 Hldgs %
19.58%
Holding
1,549
New
143
Increased
569
Reduced
610
Closed
170
Top Buys
| 1 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$9.2M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$7.15M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$6.82M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$5.91M |
| 5 |
Agnico Eagle Mines
AEM
|
+$5.59M |
Top Sells
| 1 |
Unity
U
|
+$10.1M |
| 2 |
Apple
AAPL
|
+$10.1M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$9.86M |
| 4 |
Caterpillar
CAT
|
+$8.77M |
| 5 |
lululemon athletica
LULU
|
+$8.63M |
Sector Composition
| 1 | Technology | 16.09% |
| 2 | Healthcare | 7.02% |
| 3 | Consumer Discretionary | 6.42% |
| 4 | Financials | 5.96% |
| 5 | Communication Services | 4.92% |
