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
401
$467K 0.05%
92,983
+4,017
402
$467K 0.05%
5,101
-588
403
$467K 0.05%
18,719
-619
404
$466K 0.05%
13,773
+3,965
405
$466K 0.05%
10,755
+89
406
$463K 0.05%
10,283
+439
407
$462K 0.05%
3,158
-703
408
$460K 0.05%
8,096
+2,591
409
$457K 0.05%
5,413
+1,669
410
$455K 0.05%
10,561
+3,128
411
$455K 0.05%
9,448
+411
412
$455K 0.05%
3,397
-96
413
$455K 0.05%
21,700
+3,431
414
$451K 0.05%
1,579
+79
415
$450K 0.05%
12,421
+2,130
416
$449K 0.05%
+6,475
417
$448K 0.05%
11,610
+860
418
$445K 0.05%
+8,931
419
$441K 0.05%
21,126
+3,972
420
$441K 0.05%
1,412
-54
421
$441K 0.05%
+3,666
422
$440K 0.05%
3,281
-39
423
$439K 0.05%
3,784
+14
424
$439K 0.05%
18,354
+8
425
$438K 0.05%
2,777
+77
15 16
17
18 19