We are live on ! Find out more
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%
+10
2552
$0 ﹤0.01%
+5
2553
$0 ﹤0.01%
+17
2554
$0 ﹤0.01%
+14
2555
$0 ﹤0.01%
+6
2556
$0 ﹤0.01%
+6
2557
$0 ﹤0.01%
+1
2558
$0 ﹤0.01%
+38
2559
$0 ﹤0.01%
+26
2560
$0 ﹤0.01%
+14
2561
$0 ﹤0.01%
+4
2562
$0 ﹤0.01%
+4
2563
$0 ﹤0.01%
+2
2564
$0 ﹤0.01%
+30
2565
$0 ﹤0.01%
+1
2566
$0 ﹤0.01%
+25
2567
$0 ﹤0.01%
+1
2568
$0 ﹤0.01%
+1
2569
$0 ﹤0.01%
+3
2570
$0 ﹤0.01%
+7
2571
$0 ﹤0.01%
+4
2572
$0 ﹤0.01%
+15
2573
$0 ﹤0.01%
+7
2574
$0 ﹤0.01%
+18
2575
$0 ﹤0.01%
+6