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
$4.68M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,985
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$5.15M
4
META icon
Meta Platforms (Facebook)
META
+$4.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.79M

Top Sells

1
+$2.73M
2
+$1.5M
3
+$832K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$732K
5
SLV icon
iShares Silver Trust
SLV
+$537K

Sector Composition

1 Technology 7.29%
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
1551
$17 ﹤0.01%
+1,274
1552
$17 ﹤0.01%
+609
1553
$17 ﹤0.01%
+1,450
1554
$17 ﹤0.01%
+174
1555
$17 ﹤0.01%
+504
1556
$17 ﹤0.01%
+1,499
1557
$17 ﹤0.01%
+482
1558
$17 ﹤0.01%
+518
1559
$17 ﹤0.01%
+250
1560
$17 ﹤0.01%
+260
1561
$17 ﹤0.01%
+300
1562
$17 ﹤0.01%
+1,000
1563
$17 ﹤0.01%
+606
1564
$17 ﹤0.01%
+475
1565
$17 ﹤0.01%
+492
1566
$17 ﹤0.01%
+382
1567
$17 ﹤0.01%
+197
1568
$17 ﹤0.01%
+453
1569
$16 ﹤0.01%
+219
1570
$16 ﹤0.01%
798
-110
1571
$16 ﹤0.01%
+316
1572
$16 ﹤0.01%
+300
1573
$16 ﹤0.01%
+1,300
1574
$16 ﹤0.01%
+2,448
1575
$16 ﹤0.01%
+650
61 62
63
64 65