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
1701
$12 ﹤0.01%
+145
1702
$12 ﹤0.01%
+255
1703
$12 ﹤0.01%
1,509
1704
$12 ﹤0.01%
+700
1705
$12 ﹤0.01%
+1,017
1706
$12 ﹤0.01%
+140
1707
$12 ﹤0.01%
+309
1708
$12 ﹤0.01%
+356
1709
$12 ﹤0.01%
+3,755
1710
$12 ﹤0.01%
+61,500
1711
$12 ﹤0.01%
+400
1712
$11 ﹤0.01%
+165
1713
$11 ﹤0.01%
+300
1714
$11 ﹤0.01%
+420
1715
$11 ﹤0.01%
+457
1716
$11 ﹤0.01%
+127
1717
$11 ﹤0.01%
+544
1718
$11 ﹤0.01%
+775
1719
$11 ﹤0.01%
+330
1720
$11 ﹤0.01%
+150
1721
$11 ﹤0.01%
+804
1722
$11 ﹤0.01%
+342
1723
$11 ﹤0.01%
+317
1724
$11 ﹤0.01%
+404
1725
$11 ﹤0.01%
+322