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
426
$213K 0.05%
3,111
-223
427
$213K 0.05%
17,226
+8,674
428
$212K 0.05%
77,640
+32,970
429
$212K 0.05%
2,395
+1,127
430
$211K 0.05%
7,850
+3,106
431
$210K 0.05%
+22,140
432
$210K 0.05%
4,217
+1,920
433
$209K 0.05%
17,420
+8,458
434
$209K 0.05%
6,081
+2,982
435
$209K 0.05%
+2,502
436
$207K 0.05%
4,095
+1,783
437
$206K 0.05%
2,599
+203
438
$206K 0.05%
4,700
+2,350
439
$206K 0.05%
3,680
+1,320
440
$205K 0.05%
+15,862
441
$204K 0.05%
9,955
-1,261
442
$204K 0.05%
26,516
+9,197
443
$204K 0.05%
3,309
-84
444
$204K 0.05%
19
+10
445
$204K 0.05%
+6,934
446
$203K 0.05%
+28,650
447
$203K 0.05%
+16,800
448
$203K 0.05%
+9,779
449
$201K 0.05%
11,806
+6,147
450
$200K 0.05%
4,535
-380
16 17
18
19 20