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
1551
$17 ﹤0.01%
+202
1552
$17 ﹤0.01%
+279
1553
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+324
1554
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1555
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1556
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1557
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+250
1558
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+1,735
1559
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+287
1560
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1561
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+1,274
1562
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1563
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+1,450
1564
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1565
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+504
1566
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+1,499
1567
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1568
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1569
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1570
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798
-110
1571
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+316
1572
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+300
1573
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+1,300
1574
$16 ﹤0.01%
+2,448
1575
$16 ﹤0.01%
+650