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
2001
$6 ﹤0.01%
+430
2002
$6 ﹤0.01%
+200
2003
$6 ﹤0.01%
+300
2004
$6 ﹤0.01%
+49
2005
$6 ﹤0.01%
+212
2006
$6 ﹤0.01%
+767
2007
$6 ﹤0.01%
+275
2008
$6 ﹤0.01%
+200
2009
$6 ﹤0.01%
+151
2010
$6 ﹤0.01%
+106
2011
$6 ﹤0.01%
+20
2012
$6 ﹤0.01%
+322
2013
$6 ﹤0.01%
+875
2014
$6 ﹤0.01%
+1,014
2015
$6 ﹤0.01%
+250
2016
$6 ﹤0.01%
+500
2017
$6 ﹤0.01%
+300
2018
$6 ﹤0.01%
+2,000
2019
$6 ﹤0.01%
+133
2020
$6 ﹤0.01%
+439
2021
$6 ﹤0.01%
+162
2022
$6 ﹤0.01%
+46
2023
$6 ﹤0.01%
+155
2024
$6 ﹤0.01%
+227
2025
$6 ﹤0.01%
+3,000