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
$384M
AUM Growth
-$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,640
New
Increased
Reduced
Closed

Top Buys

1
+$407K
2
+$357K
3
+$337K
4
IYW icon
iShares US Technology ETF
IYW
+$326K
5
MBLY
Mobileye N.V.
MBLY
+$317K

Top Sells

1
+$22.7M
2
+$7.5M
3
+$4.94M
4
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
+$4.59M
5
GE icon
GE Aerospace
GE
+$4.47M

Sector Composition

1 Energy 7.09%
2 Technology 7.04%
3 Healthcare 6.91%
4 Financials 6.22%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$228K 0.06%
1,898
-1,117
377
$226K 0.06%
2,068
-3,375
378
$225K 0.06%
2,182
-2,197
379
$224K 0.06%
2,444
-2,669
380
$224K 0.06%
3,075
-3,006
381
$224K 0.06%
5,383
-6,256
382
$223K 0.06%
9,745
-8,695
383
$223K 0.06%
1,571
+389
384
$221K 0.06%
18,907
-18,707
385
$221K 0.06%
3,437
-4,609
386
$221K 0.06%
34,887
-35,047
387
$220K 0.06%
17,517
+717
388
$220K 0.06%
3,317
-53
389
$219K 0.06%
8,436
-8,984
390
$218K 0.06%
2,003
-6,003
391
$218K 0.06%
11,279
-11,263
392
$218K 0.06%
5,954
-5,852
393
$218K 0.06%
11,680
+1,000
394
$218K 0.06%
12,538
+4,354
395
$215K 0.06%
4,924
-5,299
396
$214K 0.06%
8,798
+1,489
397
$214K 0.06%
9,800
+1,296
398
$214K 0.06%
3,884
-4,872
399
$214K 0.06%
7,614
-8,248
400
$213K 0.06%
4,894
-5,072
14 15
16
17 18