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
2101
$5 ﹤0.01%
+200
2102
$5 ﹤0.01%
+375
2103
$5 ﹤0.01%
+850
2104
$5 ﹤0.01%
+250
2105
$5 ﹤0.01%
+500
2106
$4 ﹤0.01%
+360
2107
$4 ﹤0.01%
+585
2108
$4 ﹤0.01%
+43
2109
$4 ﹤0.01%
+32
2110
$4 ﹤0.01%
+7
2111
$4 ﹤0.01%
+200
2112
$4 ﹤0.01%
+102
2113
$4 ﹤0.01%
+81
2114
$4 ﹤0.01%
+1,808
2115
$4 ﹤0.01%
+91
2116
$4 ﹤0.01%
+103
2117
$4 ﹤0.01%
+190
2118
$4 ﹤0.01%
+400
2119
$4 ﹤0.01%
+600
2120
$4 ﹤0.01%
+186
2121
$4 ﹤0.01%
+90
2122
$4 ﹤0.01%
+73
2123
$4 ﹤0.01%
+418
2124
$4 ﹤0.01%
+139
2125
$4 ﹤0.01%
+289