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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
1526
-27,000
1527
-26,779
1528
-40,955
1529
-20,000
1530
-4,182
1531
-15,044
1532
-179,800
1533
-20
1534
-12,111
1535
-42,108
1536
-18,200
1537
-13,638
1538
-17,541
1539
-11,437
1540
-2,161
1541
-7,869
1542
-24
1543
-17,438
1544
-10,038
1545
-3,237
1546
-10,750
1547
-31,915
1548
-22,100
1549
-7,626
1550
-12,664