B. Riley Wealth Advisors, Inc.

CIK Number: 0001464811

3.60B
Market Value
1,095
# of Holdings
17 months
Avg. Holding Period
71.35%
Win Rate
22.57%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Apple Inc
233.05
-0.58% 740.51K -21.29% 171.03M 159.28 4.76%
2 Nvidia Corporat...
131.40
-1.38% 1.12M -18.15% 136.97M 130.44 3.81%
3
Ishares Tr
584.41
+0.04% 205.34K -3.60% 117.57M 402.73 3.27%
4 Microsoft Corp
415.07
-0.51% 240.10K -13.34% 102.28M 202.56 2.84%
5
Vanguard Index ...
403.33
-0.54% 200.29K -8.87% 76.48M 235.88 2.13%

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