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
2026
$6 ﹤0.01%
+1,100
2027
$6 ﹤0.01%
+3,000
2028
$6 ﹤0.01%
+341
2029
$6 ﹤0.01%
+1,010
2030
$6 ﹤0.01%
+1,966
2031
$6 ﹤0.01%
+744
2032
$6 ﹤0.01%
+187
2033
$6 ﹤0.01%
+3,500
2034
$6 ﹤0.01%
+188
2035
$6 ﹤0.01%
+420
2036
$6 ﹤0.01%
+545
2037
$6 ﹤0.01%
+396
2038
$5 ﹤0.01%
+817
2039
$5 ﹤0.01%
+47
2040
$5 ﹤0.01%
+107
2041
$5 ﹤0.01%
+2,500
2042
$5 ﹤0.01%
+321
2043
$5 ﹤0.01%
+190
2044
$5 ﹤0.01%
+210
2045
$5 ﹤0.01%
+194
2046
$5 ﹤0.01%
+100
2047
$5 ﹤0.01%
+83
2048
$5 ﹤0.01%
+880
2049
$5 ﹤0.01%
+120
2050
$5 ﹤0.01%
+13