BRWA
B. Riley Wealth Advisors Portfolio holdings
AUM
$2.06B
This Quarter Return
+2.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$331M
AUM Growth
+$17.7M
(+5.7%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
15.37%
Holding
826
New
149
Increased
306
Reduced
222
Closed
71
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$3.72M |
| 2 |
ProShares Ultra Russell2000
UWM
|
$2.57M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.93M |
| 4 |
ROSG
Rosetta Genomics Ltd.
ROSG
|
$1.84M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.7M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.72M |
| 2 |
ProShares Ultra MidCap400
MVV
|
$3.3M |
| 3 |
SGNT
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
|
$2.63M |
| 4 |
MILL
MILLER ENERGY RESOURCES, INC COM STK
MILL
|
$1.2M |
| 5 |
AT&T
T
|
$1.16M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 8.88% |
| 3 | Energy | 8.44% |
| 4 | Healthcare | 6.47% |
| 5 | Industrials | 5.02% |
