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
351
$272K 0.06%
65,637
+26,582
352
$269K 0.06%
+3,857
353
$269K 0.06%
5,554
+2,777
354
$268K 0.06%
11,639
+6,146
355
$268K 0.06%
21,832
+14,040
356
$267K 0.06%
+1,614
357
$267K 0.06%
5,982
+2,273
358
$266K 0.06%
7,722
+3,513
359
$263K 0.06%
11,300
+5,650
360
$262K 0.06%
+39,456
361
$261K 0.06%
23,562
+11,781
362
$261K 0.06%
20,272
+9,987
363
$258K 0.06%
16,823
+7,909
364
$258K 0.06%
4,379
+2,654
365
$258K 0.06%
12,214
+5,840
366
$257K 0.06%
+32,197
367
$257K 0.06%
7,470
+4,466
368
$256K 0.06%
+22,764
369
$255K 0.06%
6,760
+3,657
370
$255K 0.06%
17,288
+8,592
371
$254K 0.06%
4,906
-98
372
$253K 0.06%
13,828
+6,824
373
$253K 0.06%
9,513
+7,003
374
$251K 0.06%
14,145
+7,185
375
$250K 0.06%
14,178
+5,808
13 14
15
16 17