BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$76.5M
3
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Financials 7.13%
3 Consumer Discretionary 6.03%
4 Communication Services 5.83%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.09%
+14,326
227
$1.74M 0.08%
+18,532
228
$1.74M 0.08%
+2,373
229
$1.74M 0.08%
+3,702
230
$1.73M 0.08%
+20,923
231
$1.73M 0.08%
+4,899
232
$1.72M 0.08%
+6,035
233
$1.72M 0.08%
+12,108
234
$1.69M 0.08%
+28,518
235
$1.68M 0.08%
+6,233
236
$1.66M 0.08%
+14,626
237
$1.65M 0.08%
+3,128
238
$1.65M 0.08%
+5,898
239
$1.65M 0.08%
+28,071
240
$1.64M 0.08%
+16,873
241
$1.61M 0.08%
+12,711
242
$1.57M 0.08%
+63,209
243
$1.54M 0.07%
+16,893
244
$1.54M 0.07%
+16,764
245
$1.54M 0.07%
+9,526
246
$1.52M 0.07%
+34,094
247
$1.52M 0.07%
+49,603
248
$1.5M 0.07%
+7,714
249
$1.5M 0.07%
+2,830
250
$1.5M 0.07%
+24,447
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