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
$840M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Sells

1 +$3.29M
2 +$1.46M
3 +$725K
4
DO
Diamond Offshore Drilling
DO
+$653K
5
ESV
Ensco Rowan plc
ESV
+$646K

Sector Composition

1 Technology 10.63%
2 Financials 8%
3 Communication Services 7.35%
4 Healthcare 7.3%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-2,765
752
-15,837
753
-9,576
754
-13,148
755
-2,645
756
-49,102
757
-16,588
758
-36,968
759
-6,699
760
-8,600