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
1851
$9 ﹤0.01%
+128
1852
$9 ﹤0.01%
+783
1853
$9 ﹤0.01%
+97
1854
$9 ﹤0.01%
+200
1855
$9 ﹤0.01%
12,000
-1,215
1856
$9 ﹤0.01%
+200
1857
$9 ﹤0.01%
+500
1858
$9 ﹤0.01%
+1,000
1859
$9 ﹤0.01%
+337
1860
$9 ﹤0.01%
+80
1861
$9 ﹤0.01%
+159
1862
$9 ﹤0.01%
+300
1863
$9 ﹤0.01%
+5,100
1864
$9 ﹤0.01%
+177
1865
$9 ﹤0.01%
+806
1866
$9 ﹤0.01%
+600
1867
$9 ﹤0.01%
+590
1868
$8 ﹤0.01%
+119
1869
$8 ﹤0.01%
+325
1870
$8 ﹤0.01%
+76
1871
$8 ﹤0.01%
+30
1872
$8 ﹤0.01%
+300
1873
$8 ﹤0.01%
+1,590
1874
$8 ﹤0.01%
+180
1875
$8 ﹤0.01%
+200