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
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$688K 0.08%
22,980
-588
277
$685K 0.08%
4,479
-159
278
$682K 0.07%
7,508
+2,974
279
$674K 0.07%
42,487
+4,369
280
$672K 0.07%
7,012
+4,478
281
$667K 0.07%
2,986
+197
282
$665K 0.07%
15,991
+1,381
283
$664K 0.07%
2,535
+408
284
$664K 0.07%
9,621
+4,859
285
$658K 0.07%
5,702
-2,059
286
$657K 0.07%
18,129
-1,297
287
$651K 0.07%
79,987
-6,213
288
$648K 0.07%
9,143
+1,167
289
$644K 0.07%
40,132
-3,842
290
$642K 0.07%
+13,820
291
$639K 0.07%
21,032
+633
292
$636K 0.07%
7,424
+5,279
293
$633K 0.07%
4,760
+650
294
$631K 0.07%
20,290
+6,661
295
$630K 0.07%
10,204
296
$627K 0.07%
+4,714
297
$626K 0.07%
+54,464
298
$624K 0.07%
19,509
-2,004
299
$624K 0.07%
4,678
+89
300
$621K 0.07%
9,278
+3,993
10 11
12
13 14