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
401
$231K 0.05%
1,170
+441
402
$231K 0.05%
+9,180
403
$231K 0.05%
4,305
+2,808
404
$230K 0.05%
9,966
+4,988
405
$230K 0.05%
398
+194
406
$229K 0.05%
9,092
+4,751
407
$226K 0.05%
2,999
+1,495
408
$226K 0.05%
13,490
+7,170
409
$225K 0.05%
16,660
+7,100
410
$224K 0.05%
9,058
+4,623
411
$224K 0.05%
8,524
+3,972
412
$224K 0.05%
127,840
+56,480
413
$224K 0.05%
10,847
+5,071
414
$223K 0.05%
3,370
+1,561
415
$223K 0.05%
30,064
+15,098
416
$222K 0.05%
+1,856
417
$221K 0.05%
22,542
+11,271
418
$219K 0.05%
3,208
+694
419
$218K 0.05%
+40,000
420
$218K 0.05%
4,889
+2,146
421
$217K 0.05%
37,614
+18,091
422
$217K 0.05%
20,917
+9,889
423
$216K 0.05%
+5,023
424
$215K 0.05%
+4,300
425
$214K 0.05%
+13,595
15 16
17
18 19