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
401
$395K 0.05%
5,816
-2,182
402
$394K 0.05%
3,770
-757
403
$394K 0.05%
2,503
+450
404
$393K 0.05%
3,724
+766
405
$393K 0.05%
10,603
+5
406
$392K 0.05%
9,844
+744
407
$391K 0.05%
+5,220
408
$389K 0.05%
1,466
-287
409
$388K 0.05%
+7,250
410
$387K 0.05%
19,521
+912
411
$385K 0.05%
6,829
+42
412
$384K 0.05%
16,919
+5,159
413
$380K 0.05%
15,868
+794
414
$380K 0.05%
8,686
+1,690
415
$380K 0.05%
26,750
-107,350
416
$379K 0.05%
28,130
-2,338
417
$379K 0.05%
7,174
+760
418
$379K 0.05%
8,107
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419
$379K 0.05%
3,039
-1,824
420
$379K 0.05%
11,298
+1,327
421
$377K 0.05%
+4,534
422
$377K 0.05%
9,450
-400
423
$376K 0.05%
13,724
+3,788
424
$375K 0.05%
5,338
+230
425
$374K 0.05%
6,433
+1,644
15 16
17
18 19