BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1 +$88.1M
2 +$76.5M
3 +$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Financials 7.13%
3 Consumer Discretionary 6.03%
4 Communication Services 5.83%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$14.4K ﹤0.01%
+12,200
952
$14.2K ﹤0.01%
+5,207
953
$13.8K ﹤0.01%
+10,000
954
$12.1K ﹤0.01%
+11,500
955
$11.9K ﹤0.01%
+30,000