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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$622K 0.08%
38,118
+3,119
277
$614K 0.08%
17,156
-6,731
278
$613K 0.08%
+24,249
279
$607K 0.08%
2,789
-72
280
$606K 0.08%
47,442
+1,586
281
$593K 0.07%
21,995
-145
282
$591K 0.07%
10,926
+5,205
283
$591K 0.07%
25,125
+1,171
284
$590K 0.07%
42,578
+9,269
285
$589K 0.07%
10,600
-19
286
$587K 0.07%
37,221
+978
287
$584K 0.07%
29,810
+15,485
288
$582K 0.07%
11,521
-482
289
$582K 0.07%
66,939
-12,291
290
$580K 0.07%
9,836
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291
$579K 0.07%
8,438
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292
$578K 0.07%
3,789
+1,131
293
$574K 0.07%
13,796
+3,487
294
$572K 0.07%
7,449
+4,211
295
$569K 0.07%
4,604
-3,549
296
$569K 0.07%
4,589
-16
297
$568K 0.07%
50,528
-592
298
$565K 0.07%
55,202
-8,313
299
$564K 0.07%
11,820
-1,176
300
$563K 0.07%
1,250
-139
10 11
12
13 14