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
1526
$18 ﹤0.01%
+484
1527
$18 ﹤0.01%
+627
1528
$18 ﹤0.01%
+625
1529
$18 ﹤0.01%
+652
1530
$18 ﹤0.01%
+2,504
1531
$18 ﹤0.01%
+500
1532
$18 ﹤0.01%
+1,380
1533
$18 ﹤0.01%
+2,407
1534
$17 ﹤0.01%
+260
1535
$17 ﹤0.01%
+300
1536
$17 ﹤0.01%
+1,000
1537
$17 ﹤0.01%
+606
1538
$17 ﹤0.01%
+200
1539
$17 ﹤0.01%
+1,119
1540
$17 ﹤0.01%
+475
1541
$17 ﹤0.01%
+197
1542
$17 ﹤0.01%
+492
1543
$17 ﹤0.01%
+382
1544
$17 ﹤0.01%
+685
1545
$17 ﹤0.01%
+2,834
1546
$17 ﹤0.01%
+3,800
1547
$17 ﹤0.01%
+651
1548
$17 ﹤0.01%
+453
1549
$17 ﹤0.01%
+763
1550
$17 ﹤0.01%
+900