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
276
$341K 0.08%
7,016
+4,780
277
$341K 0.08%
17,201
+8,818
278
$341K 0.08%
+20,600
279
$340K 0.08%
5,407
+2,334
280
$340K 0.08%
14,424
+7,178
281
$339K 0.08%
2,830
+1,136
282
$339K 0.08%
7,197
+4,325
283
$338K 0.08%
27,836
+14,136
284
$337K 0.08%
50,852
+25,531
285
$336K 0.08%
12,160
+6,570
286
$334K 0.08%
15,844
+9,487
287
$334K 0.08%
75,305
+39,180
288
$333K 0.08%
21,162
+11,562
289
$332K 0.08%
43,082
+21,929
290
$332K 0.08%
25,482
+12,432
291
$329K 0.08%
4,228
+2,031
292
$329K 0.08%
7,762
+1,941
293
$323K 0.08%
13,454
+9,644
294
$323K 0.08%
11,332
295
$323K 0.08%
24,776
+18,739
296
$320K 0.08%
16,590
+6,756
297
$316K 0.07%
24,112
+12,180
298
$316K 0.07%
12,240
+6,220
299
$314K 0.07%
41,696
+20,917
300
$314K 0.07%
+546
10 11
12
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