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
376
$249K 0.06%
3,050
+1,759
377
$249K 0.06%
8,398
+4,204
378
$248K 0.06%
25,590
+13,125
379
$246K 0.06%
+18,440
380
$245K 0.06%
9,126
+4,333
381
$245K 0.06%
1,458
+236
382
$245K 0.06%
8,006
+4,003
383
$243K 0.06%
5,113
+2,669
384
$243K 0.06%
10,543
+3,527
385
$241K 0.06%
8,587
+4,309
386
$241K 0.06%
7,175
+3,905
387
$241K 0.06%
19,260
+9,630
388
$239K 0.06%
44,572
+22,231
389
$238K 0.06%
9,896
+4,747
390
$236K 0.06%
7,170
+4,168
391
$236K 0.06%
9,887
+4,597
392
$236K 0.06%
9,801
+1,961
393
$236K 0.06%
13,648
+6,579
394
$235K 0.06%
+400
395
$235K 0.06%
4,648
+1,451
396
$234K 0.06%
10,602
+5,301
397
$234K 0.05%
+4,566
398
$233K 0.05%
4,190
+1,258
399
$232K 0.05%
10,223
+5,299
400
$232K 0.05%
9,664
+4,691
14 15
16
17 18