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
376
$433K 0.05%
10,456
-1,083
377
$432K 0.05%
8,923
+626
378
$431K 0.05%
5,137
+1,344
379
$430K 0.05%
6,723
+1,032
380
$430K 0.05%
18,346
-47,624
381
$424K 0.05%
3,550
-184
382
$424K 0.05%
5,126
+1,924
383
$421K 0.05%
+2,701
384
$421K 0.05%
3,421
+125
385
$415K 0.05%
7,517
+744
386
$414K 0.05%
+5,202
387
$413K 0.05%
10,291
+1,854
388
$410K 0.05%
2,700
+674
389
$409K 0.05%
7,054
-1,694
390
$408K 0.05%
1,163
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391
$408K 0.05%
3,480
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392
$407K 0.05%
20,530
-62,650
393
$405K 0.05%
+9,820
394
$405K 0.05%
1,500
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395
$400K 0.05%
10,750
-325
396
$398K 0.05%
20,848
+797
397
$396K 0.05%
17,095
-2,255
398
$396K 0.05%
3,113
-738
399
$396K 0.05%
3,796
+46
400
$395K 0.05%
+4,833
14 15
16
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