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
1751
$11 ﹤0.01%
+2,060
1752
$11 ﹤0.01%
+600
1753
$11 ﹤0.01%
+740
1754
$11 ﹤0.01%
+372
1755
$11 ﹤0.01%
+680
1756
$11 ﹤0.01%
+448
1757
$11 ﹤0.01%
14,000
1758
$11 ﹤0.01%
+600
1759
$11 ﹤0.01%
+3,184
1760
$11 ﹤0.01%
+86
1761
$11 ﹤0.01%
+82
1762
$11 ﹤0.01%
+2,791
1763
$11 ﹤0.01%
+753
1764
$11 ﹤0.01%
+2,000
1765
$11 ﹤0.01%
+226
1766
$11 ﹤0.01%
+231
1767
$10 ﹤0.01%
+186
1768
$10 ﹤0.01%
+645
1769
$10 ﹤0.01%
+86
1770
$10 ﹤0.01%
+204
1771
$10 ﹤0.01%
+800
1772
$10 ﹤0.01%
+462
1773
$10 ﹤0.01%
+400
1774
$10 ﹤0.01%
+211
1775
$10 ﹤0.01%
+196