BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.11B
This Fund
S&P 500
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
3,985
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
1726
$11 ﹤0.01%
+237
1727
$11 ﹤0.01%
+614
1728
$11 ﹤0.01%
+437
1729
$11 ﹤0.01%
+1,077
1730
$11 ﹤0.01%
+1,458
1731
$11 ﹤0.01%
+2
1732
$11 ﹤0.01%
+1,000
1733
$11 ﹤0.01%
+1,115
1734
$11 ﹤0.01%
+188
1735
$11 ﹤0.01%
+405
1736
$11 ﹤0.01%
+500
1737
$11 ﹤0.01%
+145
1738
$11 ﹤0.01%
+429
1739
$11 ﹤0.01%
+500
1740
$11 ﹤0.01%
+200
1741
$11 ﹤0.01%
+1,105
1742
$11 ﹤0.01%
+83
1743
$11 ﹤0.01%
+247
1744
$11 ﹤0.01%
+400
1745
$11 ﹤0.01%
+3
1746
$11 ﹤0.01%
+257
1747
$11 ﹤0.01%
+288
1748
$11 ﹤0.01%
+350
1749
$11 ﹤0.01%
+1,000
1750
$11 ﹤0.01%
+2,060