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
301
$313K 0.07%
41,800
+26,300
302
$310K 0.07%
5,443
+1,289
303
$310K 0.07%
19,349
-4,729
304
$309K 0.07%
2,782
+1,789
305
$308K 0.07%
11,478
+5,454
306
$307K 0.07%
44,526
+22,263
307
$307K 0.07%
9,641
+5,472
308
$305K 0.07%
4,712
+2,994
309
$305K 0.07%
9,233
+5,159
310
$305K 0.07%
7,296
+3,260
311
$304K 0.07%
4,642
+2,538
312
$303K 0.07%
8,046
+4,099
313
$302K 0.07%
15,642
+12,267
314
$301K 0.07%
8,631
+4,372
315
$300K 0.07%
8,718
+2,571
316
$299K 0.07%
10,600
+6,410
317
$298K 0.07%
12,054
+6,027
318
$298K 0.07%
42,600
+24,300
319
$297K 0.07%
8,990
+4,725
320
$295K 0.07%
11,164
+5,582
321
$294K 0.07%
6,720
+3,360
322
$294K 0.07%
7,560
+3,515
323
$293K 0.07%
+9,305
324
$293K 0.07%
12,664
+4,998
325
$291K 0.07%
13,440
+7,112
11 12
13
14 15