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
301
$614K 0.07%
43,479
+901
302
$610K 0.07%
3,787
+234
303
$609K 0.07%
2,549
-163
304
$606K 0.07%
10,628
+3,111
305
$605K 0.07%
8,439
+1
306
$605K 0.07%
12,148
+4,252
307
$604K 0.07%
5,117
-143
308
$603K 0.07%
39,624
-7,818
309
$603K 0.07%
51,049
+36,906
310
$602K 0.07%
5,952
-1,959
311
$602K 0.07%
7,015
+1,663
312
$600K 0.07%
5,294
-1,068
313
$600K 0.07%
23,716
-1,409
314
$599K 0.07%
12,155
+1,975
315
$597K 0.07%
5,278
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316
$592K 0.06%
17,303
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317
$590K 0.06%
15,360
-2,735
318
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12,449
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319
$584K 0.06%
2,578
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320
$581K 0.06%
40,700
+6,999
321
$581K 0.06%
6,967
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322
$581K 0.06%
11,392
-3,666
323
$581K 0.06%
7,297
-152
324
$578K 0.06%
1,660
+497
325
$577K 0.06%
21,050
-945
11 12
13
14 15