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
2551
$0 ﹤0.01%
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2552
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2553
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2554
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2555
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2556
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2557
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2558
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2559
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2560
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2561
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2562
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2564
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2566
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2567
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2568
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2573
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2574
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2575
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+1
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