BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
-2.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.7B
AUM Growth
-$760M
(-17%)
Cap. Flow
-$613M
Cap. Flow
% of AUM
-16.59%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
1,666
New
129
Increased
629
Reduced
619
Closed
220
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$101M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$48.2M |
| 3 |
Amazon
AMZN
|
$46.9M |
| 4 |
Chevron
CVX
|
$37.5M |
| 5 |
AutoZone
AZO
|
$32.2M |
Sector Composition
| 1 | Technology | 14.45% |
| 2 | Healthcare | 6.56% |
| 3 | Consumer Discretionary | 5.85% |
| 4 | Financials | 5.6% |
| 5 | Energy | 4.81% |
