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
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$501K 0.05%
+15,353
377
$499K 0.05%
5,696
+1,095
378
$495K 0.05%
12,438
+157
379
$494K 0.05%
2,718
-311
380
$494K 0.05%
3,412
-154
381
$493K 0.05%
6,132
+2,734
382
$493K 0.05%
4,754
+40
383
$490K 0.05%
9,445
+3,050
384
$490K 0.05%
+10,408
385
$489K 0.05%
28,027
-1,748
386
$488K 0.05%
5,145
-239
387
$485K 0.05%
24,118
+2,200
388
$484K 0.05%
7,365
+144
389
$484K 0.05%
6,045
-268
390
$482K 0.05%
14,822
+8,780
391
$481K 0.05%
+20,048
392
$480K 0.05%
30,331
-2,547
393
$480K 0.05%
2,609
-886
394
$479K 0.05%
10,147
+1,224
395
$479K 0.05%
3,768
+288
396
$478K 0.05%
5,957
+1,104
397
$477K 0.05%
6,544
+4
398
$473K 0.05%
16,702
-80
399
$472K 0.05%
8,590
-7,705
400
$470K 0.05%
25,020
+200
14 15
16
17 18