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
1826
$9 ﹤0.01%
+154
1827
$9 ﹤0.01%
+429
1828
$9 ﹤0.01%
+360
1829
$9 ﹤0.01%
+267
1830
$9 ﹤0.01%
+204
1831
$9 ﹤0.01%
+329
1832
$9 ﹤0.01%
+500
1833
$9 ﹤0.01%
+178
1834
$9 ﹤0.01%
+1,429
1835
$9 ﹤0.01%
+353
1836
$9 ﹤0.01%
+640
1837
$9 ﹤0.01%
+137
1838
$9 ﹤0.01%
+1,900
1839
$9 ﹤0.01%
+502
1840
$9 ﹤0.01%
+450
1841
$9 ﹤0.01%
+305
1842
$9 ﹤0.01%
+336
1843
$9 ﹤0.01%
+107
1844
$9 ﹤0.01%
+93
1845
$9 ﹤0.01%
+88
1846
$9 ﹤0.01%
+360
1847
$9 ﹤0.01%
+220
1848
$9 ﹤0.01%
+158
1849
$9 ﹤0.01%
+420
1850
$9 ﹤0.01%
+1,500