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
1851
$9 ﹤0.01%
+177
1852
$9 ﹤0.01%
+360
1853
$9 ﹤0.01%
+220
1854
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1855
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+420
1856
$9 ﹤0.01%
+1,500
1857
$9 ﹤0.01%
+128
1858
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+783
1859
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1860
$9 ﹤0.01%
+200
1861
$9 ﹤0.01%
12,000
-1,215
1862
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+806
1863
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+600
1864
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1865
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1866
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+1,000
1867
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1868
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1869
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1870
$8 ﹤0.01%
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1871
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1872
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+30
1873
$8 ﹤0.01%
+300
1874
$8 ﹤0.01%
+1,590
1875
$8 ﹤0.01%
+180