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
326
$525K 0.07%
+3,976
327
$522K 0.07%
20,886
+33
328
$521K 0.07%
20,399
-20,118
329
$520K 0.06%
4,110
+1,096
330
$519K 0.06%
32,878
-1,855
331
$517K 0.06%
1,803
+200
332
$515K 0.06%
+22,737
333
$513K 0.06%
3,029
+63
334
$513K 0.06%
6,389
+1,308
335
$512K 0.06%
3,553
-62
336
$510K 0.06%
15,392
+7,597
337
$510K 0.06%
88,966
+28,993
338
$509K 0.06%
5,384
+466
339
$508K 0.06%
3,912
+209
340
$508K 0.06%
33,701
+6,231
341
$508K 0.06%
6,365
-1,559
342
$506K 0.06%
7,291
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343
$505K 0.06%
18,996
+900
344
$501K 0.06%
47,575
-7,524
345
$497K 0.06%
60,939
+3,778
346
$495K 0.06%
2,516
-290
347
$495K 0.06%
17,247
+602
348
$494K 0.06%
1,405
-100
349
$493K 0.06%
6,132
-695
350
$492K 0.06%
6,787
+181
12 13
14
15 16