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
$426M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,485
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.83M
3
+$2.79M
4
META icon
Meta Platforms (Facebook)
META
+$2.77M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.55M

Top Sells

1
+$4.17M
2
+$1.41M
3
+$724K
4
STPP
iPath US Treasury Steepener ETN
STPP
+$685K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$685K

Sector Composition

1 Technology 9.71%
2 Energy 9.15%
3 Financials 8.59%
4 Healthcare 8.23%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$418K 0.1%
34,224
+17,572
227
$417K 0.1%
+15,325
228
$414K 0.1%
21,073
+14,923
229
$413K 0.1%
2,874
+1,321
230
$411K 0.1%
13,983
+7,231
231
$410K 0.1%
32,241
+16,122
232
$410K 0.1%
55,224
+28,812
233
$402K 0.09%
5,183
+3,310
234
$401K 0.09%
14,730
+6,521
235
$397K 0.09%
+2,149
236
$396K 0.09%
+4,448
237
$396K 0.09%
12,764
+6,547
238
$392K 0.09%
8,989
+7,096
239
$391K 0.09%
+11,000
240
$390K 0.09%
17,310
+11,105
241
$389K 0.09%
12,656
+7,636
242
$388K 0.09%
25,721
+12,044
243
$386K 0.09%
15,050
+8,854
244
$386K 0.09%
17,474
+8,740
245
$386K 0.09%
11,217
+5,979
246
$384K 0.09%
20,280
+9,052
247
$383K 0.09%
23,062
+12,734
248
$383K 0.09%
31,901
+16,332
249
$382K 0.09%
19,320
+9,892
250
$380K 0.09%
7,797
+4,143
8 9
10
11 12