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
2076
$5 ﹤0.01%
+87
2077
$5 ﹤0.01%
+62
2078
$5 ﹤0.01%
+185
2079
$5 ﹤0.01%
+120
2080
$5 ﹤0.01%
+72
2081
$5 ﹤0.01%
+500
2082
$5 ﹤0.01%
+400
2083
$5 ﹤0.01%
+124
2084
$5 ﹤0.01%
+262
2085
$5 ﹤0.01%
+56
2086
$5 ﹤0.01%
+125
2087
$5 ﹤0.01%
+116
2088
$5 ﹤0.01%
+195
2089
$5 ﹤0.01%
+1,710
2090
$5 ﹤0.01%
+115
2091
$5 ﹤0.01%
+551
2092
$5 ﹤0.01%
+144
2093
$5 ﹤0.01%
+200
2094
$5 ﹤0.01%
+100
2095
$5 ﹤0.01%
+53
2096
$5 ﹤0.01%
+120
2097
$5 ﹤0.01%
+500
2098
$5 ﹤0.01%
+28
2099
$5 ﹤0.01%
+200
2100
$5 ﹤0.01%
+200