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
326
$577K 0.06%
6,594
-6,417
327
$574K 0.06%
5,332
+2,163
328
$573K 0.06%
16,683
+4,529
329
$571K 0.06%
4,530
+1,491
330
$570K 0.06%
6,760
+2,164
331
$568K 0.06%
11,302
+4,017
332
$567K 0.06%
2,770
-913
333
$566K 0.06%
11,979
+4,729
334
$564K 0.06%
29,081
+736
335
$563K 0.06%
+10,978
336
$561K 0.06%
2,091
+885
337
$557K 0.06%
2,771
+255
338
$557K 0.06%
9,491
-345
339
$556K 0.06%
36,985
+53
340
$556K 0.06%
3,317
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341
$555K 0.06%
11,204
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342
$554K 0.06%
6,292
+1,155
343
$553K 0.06%
8,004
+713
344
$551K 0.06%
16,940
+629
345
$550K 0.06%
1,444
-367
346
$549K 0.06%
3,226
+723
347
$548K 0.06%
8,221
+1,498
348
$547K 0.06%
51,014
-4,188
349
$546K 0.06%
+27,229
350
$545K 0.06%
65,681
+4,742
12 13
14
15 16