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
$3.31B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Sells

1 +$14.7M
2 +$4.85M
3 +$3.14M
4
RGR icon
Sturm, Ruger & Co
RGR
+$2.95M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.76M

Sector Composition

1 Technology 12.71%
2 Healthcare 7.52%
3 Consumer Discretionary 6%
4 Financials 4.96%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
-12,141
1452
-5,712
1453
-11,600
1454
-24,520
1455
-13,000
1456
-1,748
1457
-14,408
1458
-4,472
1459
-9,357
1460
-4,214
1461
-6,356
1462
-10,850
1463
-2,777
1464
-10,802
1465
-5,598
1466
-4,521
1467
-55,000
1468
-22,864
1469
-2,640
1470
-9,674
1471
-14,571
1472
-2
1473
-10,149
1474
-13,642
1475
-13,502