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BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$1.87B
1-Year Est. Return
37.01%
This Fund
S&P 500
This Quarter
Est. Return
-1.38%
1 Year Est. Return
+37.01%
3 Year Est. Return
+105.27%
5 Year Est. Return
+122.55%
10 Year Est. Return
+465.52%
AUM
$295M
AUM Growth
–
Cap. Flow
+$303M
Cap. Flow
% of AUM
102.89%
Top 10 Holdings %
Top 10 Hldgs %
17.84%
Holding
691
New
688
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.64M |
| 2 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
+$7.66M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$6.36M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$6.01M |
| 5 |
Compañía de Minas Buenaventura
BVN
|
+$5.55M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.72% |
| 2 | Energy | 8.78% |
| 3 | Financials | 7.69% |
| 4 | Technology | 6.45% |
| 5 | Real Estate | 6.02% |
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B. Riley Wealth Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 691 positions worth $295M. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Apple: 626,528 shares worth $8.87M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, followed by Energy and Financials.
- B. Riley Wealth Advisors's largest Q2 2013 buy was Apple: 626,528 shares worth $8.87M.
- B. Riley Wealth Advisors's ten largest holdings make up 18% of its $295M portfolio in Q2 2013.
- B. Riley Wealth Advisors disclosed 691 positions in Q2 2013, its first 13F filing on record.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2013, filed 22 Aug 2013.