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
426
$372K 0.05%
4,288
+343
427
$367K 0.05%
18,269
+4,592
428
$365K 0.05%
16,710
+2,170
429
$364K 0.05%
1,492
+120
430
$364K 0.05%
+1,206
431
$363K 0.05%
5,285
-1,033
432
$362K 0.05%
+7,285
433
$362K 0.05%
+5,510
434
$360K 0.05%
4,601
-38
435
$357K 0.04%
1,883
-829
436
$356K 0.04%
1,858
+14
437
$355K 0.04%
2,866
-1
438
$353K 0.04%
3,304
-3,927
439
$351K 0.04%
14,167
+8,998
440
$351K 0.04%
4,853
+135
441
$350K 0.04%
12,708
+1,740
442
$349K 0.04%
+3,449
443
$349K 0.04%
5,209
+11
444
$349K 0.04%
5,455
-2,712
445
$347K 0.04%
39,384
+3,330
446
$345K 0.04%
5,174
+4
447
$344K 0.04%
12,154
+3,254
448
$344K 0.04%
+6,906
449
$343K 0.04%
832
-1,857
450
$342K 0.04%
2,989
+809
16 17
18
19 20