B. Riley Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$16.6M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$7.29M |
| 3 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$6.57M |
| 4 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$5.94M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$5.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$11.9M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$11.4M |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$10.9M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$8.56M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.49% |
| 2 | Healthcare | 7.99% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Financials | 5.58% |
| 5 | Industrials | 4.58% |
Similar funds
B. Riley Wealth Advisors's Q2 2022 Portfolio in Review
As of Q2 2022, B. Riley Wealth Advisors held 1,441 positions worth $2.38B, down 22% from $3.05B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
B. Riley Wealth Advisors withdrew a net $212M in Q2 2022, closing 210 positions and reducing 640 holdings. Its most notable exit was WisdomTree Cybersecurity Fund, an estimated $4.91M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, B. Riley Wealth Advisors opened a new position in iShares MSCI Emerging Markets Min Vol Factor ETF worth $6.3M.
- B. Riley Wealth Advisors's largest Q2 2022 buy was iShares MSCI Emerging Markets Min Vol Factor ETF: 113,712 shares worth $6.3M.
- B. Riley Wealth Advisors added most to iShares Core S&P Total US Stock Market ETF in Q2 2022, an estimated $16.6M increase.
- B. Riley Wealth Advisors's biggest Q2 2022 reduction was Apple, cutting an estimated $14.2M.
- B. Riley Wealth Advisors fully exited WisdomTree Cybersecurity Fund in Q2 2022, selling an estimated $4.91M.
- B. Riley Wealth Advisors's ten largest holdings make up 18% of its $2.38B portfolio in Q2 2022.
- B. Riley Wealth Advisors opened 62 new positions and closed 210 in Q2 2022.
- B. Riley Wealth Advisors's portfolio value fell 22% quarter-over-quarter to $2.38B.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.