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
2126
$4 ﹤0.01%
+54
2127
$4 ﹤0.01%
+200
2128
$4 ﹤0.01%
+500
2129
$4 ﹤0.01%
+109
2130
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+300
2131
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2132
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+35
2133
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+314
2134
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2135
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+230
2136
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+150
2137
$4 ﹤0.01%
+400
2138
$4 ﹤0.01%
+100
2139
$4 ﹤0.01%
+4,000
2140
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+230
2141
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+126
2142
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+770
2143
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2144
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+58
2145
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+119
2146
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+100
2147
$4 ﹤0.01%
+81
2148
$4 ﹤0.01%
+335
2149
$4 ﹤0.01%
+333
2150
$4 ﹤0.01%
+770