BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
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
3,984
New
Increased
Reduced
Closed

Top Buys

1 +$44.7K
2 +$34K
3 +$28.9K
4
JNJ icon
Johnson & Johnson
JNJ
+$22.1K
5
MSFT icon
Microsoft
MSFT
+$18.2K

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
2601
$0 ﹤0.01%
+3
2602
$0 ﹤0.01%
+5
2603
$0 ﹤0.01%
+4
2604
0
2605
$0 ﹤0.01%
+8
2606
$0 ﹤0.01%
+12
2607
$0 ﹤0.01%
+40
2608
$0 ﹤0.01%
+7
2609
$0 ﹤0.01%
+7
2610
$0 ﹤0.01%
+11
2611
$0 ﹤0.01%
+12
2612
$0 ﹤0.01%
+1
2613
$0 ﹤0.01%
+1
2614
$0 ﹤0.01%
+22
2615
$0 ﹤0.01%
+6
2616
$0 ﹤0.01%
+15
2617
$0 ﹤0.01%
+9
2618
0
2619
$0 ﹤0.01%
+9
2620
$0 ﹤0.01%
+12
2621
$0 ﹤0.01%
+10
2622
$0 ﹤0.01%
+10
2623
$0 ﹤0.01%
+4
2624
$0 ﹤0.01%
+108
2625
$0 ﹤0.01%
+8