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
351
$492K 0.06%
12,281
-970
352
$491K 0.06%
5,689
+423
353
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6,430
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354
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6,800
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356
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19,338
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357
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10,180
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358
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6,540
-2,504
359
$474K 0.06%
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360
$473K 0.06%
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361
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7,221
-6,592
363
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3,163
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364
$462K 0.06%
3,320
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365
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366
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368
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5,352
-2,606
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21,918
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370
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11,253
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371
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372
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24,820
-2,080
373
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7,976
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374
$442K 0.06%
9,037
-322
375
$435K 0.05%
13,629
+1,023
13 14
15
16 17