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 7.3%
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
1501
$19 ﹤0.01%
+357
1502
$19 ﹤0.01%
+630
1503
$19 ﹤0.01%
+170
1504
$19 ﹤0.01%
+158
1505
$19 ﹤0.01%
+700
1506
$19 ﹤0.01%
+300
1507
$19 ﹤0.01%
492
-3,029
1508
$19 ﹤0.01%
+575
1509
$19 ﹤0.01%
+960
1510
$19 ﹤0.01%
+2,980
1511
$19 ﹤0.01%
+680
1512
$19 ﹤0.01%
+2,039
1513
$19 ﹤0.01%
+2,300
1514
$19 ﹤0.01%
+1,805
1515
$18 ﹤0.01%
+485
1516
$18 ﹤0.01%
+1,346
1517
$18 ﹤0.01%
+350
1518
$18 ﹤0.01%
+1,290
1519
$18 ﹤0.01%
+261
1520
$18 ﹤0.01%
+750
1521
$18 ﹤0.01%
+1,500
1522
$18 ﹤0.01%
13,853
1523
$18 ﹤0.01%
+468
1524
$18 ﹤0.01%
+268
1525
$18 ﹤0.01%
+171