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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
1501
-2,978
1502
-4,385
1503
-4,006
1504
-112
1505
-14,973
1506
-7,109
1507
-3,566
1508
-1,455
1509
-4,032
1510
-796
1511
-18,528
1512
-730
1513
-3,492
1514
-17,703
1515
-3,374
1516
-39,485
1517
-3,802
1518
-10,110
1519
-12,753
1520
-22,831
1521
-52
1522
-11,200
1523
-18,010
1524
-509
1525
-16,864