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
1751
$11 ﹤0.01%
+600
1752
$11 ﹤0.01%
+372
1753
$11 ﹤0.01%
+680
1754
$11 ﹤0.01%
+448
1755
$11 ﹤0.01%
+2,791
1756
$11 ﹤0.01%
+753
1757
$11 ﹤0.01%
+2,000
1758
$11 ﹤0.01%
+231
1759
$11 ﹤0.01%
+457
1760
$11 ﹤0.01%
+775
1761
$11 ﹤0.01%
+445
1762
$11 ﹤0.01%
+740
1763
$11 ﹤0.01%
+600
1764
$11 ﹤0.01%
+3,184
1765
$11 ﹤0.01%
+86
1766
$11 ﹤0.01%
+82
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