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
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%
+80
1834
$9 ﹤0.01%
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1835
$9 ﹤0.01%
+1,429
1836
$9 ﹤0.01%
+353
1837
$9 ﹤0.01%
+640
1838
$9 ﹤0.01%
+137
1839
$9 ﹤0.01%
+159
1840
$9 ﹤0.01%
+300
1841
$9 ﹤0.01%
+1,900
1842
$9 ﹤0.01%
+226
1843
$9 ﹤0.01%
+502
1844
$9 ﹤0.01%
+450
1845
$9 ﹤0.01%
+305
1846
$9 ﹤0.01%
+336
1847
$9 ﹤0.01%
+5,100
1848
$9 ﹤0.01%
+107
1849
$9 ﹤0.01%
+93
1850
$9 ﹤0.01%
+88