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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 28.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,985
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$5.15M
4
META icon
Meta Platforms (Facebook)
META
+$4.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.79M

Top Sells

1
+$2.73M
2
+$1.5M
3
+$832K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$732K
5
SLV icon
iShares Silver Trust
SLV
+$537K

Sector Composition

1 Technology 7.29%
2 Healthcare 6.35%
3 Financials 5.66%
4 Energy 4.51%
5 Communication Services 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1 ﹤0.01%
+108
2477
$1 ﹤0.01%
+22
2478
$1 ﹤0.01%
+38
2479
$1 ﹤0.01%
+31
2480
$1 ﹤0.01%
+1
2481
$1 ﹤0.01%
+1
2482
$1 ﹤0.01%
+9
2483
$1 ﹤0.01%
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2484
$1 ﹤0.01%
+175
2485
$1 ﹤0.01%
+1
2486
$1 ﹤0.01%
+2
2487
$1 ﹤0.01%
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2488
$1 ﹤0.01%
+72
2489
$1 ﹤0.01%
+54
2490
$1 ﹤0.01%
+13
2491
$1 ﹤0.01%
+5
2492
$1 ﹤0.01%
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2493
$1 ﹤0.01%
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2494
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2495
$1 ﹤0.01%
+15
2496
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2497
$1 ﹤0.01%
+42
2498
$1 ﹤0.01%
+30
2499
$1 ﹤0.01%
+12
2500
$1 ﹤0.01%
+4
98 99
100
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