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
251
$378K 0.09%
20,797
+10,547
252
$374K 0.09%
25,671
+14,582
253
$374K 0.09%
+8,912
254
$373K 0.09%
33,990
+7,803
255
$370K 0.09%
103,054
+51,818
256
$368K 0.09%
7,402
+3,801
257
$366K 0.09%
16,416
+10,785
258
$364K 0.09%
22,064
+4,638
259
$362K 0.08%
9,101
+5,744
260
$359K 0.08%
12,910
+6,470
261
$358K 0.08%
26,300
+12,900
262
$357K 0.08%
+4,855
263
$356K 0.08%
65,055
+33,723
264
$356K 0.08%
5,802
+3,011
265
$352K 0.08%
4,835
+2,607
266
$351K 0.08%
13,507
+6,085
267
$351K 0.08%
116,760
+45,496
268
$349K 0.08%
11,169
+5,720
269
$349K 0.08%
70,400
+35,200
270
$348K 0.08%
+17,838
271
$347K 0.08%
7,216
+4,060
272
$347K 0.08%
+3,378
273
$346K 0.08%
14,201
+7,217
274
$346K 0.08%
395,400
+238,699
275
$343K 0.08%
+12,400
9 10
11
12 13