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
426
$435K 0.05%
3,206
+619
427
$435K 0.05%
3,469
+1,050
428
$433K 0.05%
2,982
+1,384
429
$432K 0.05%
11,145
+3,631
430
$431K 0.05%
6,780
+1,560
431
$430K 0.05%
702
+157
432
$430K 0.05%
8,178
+3,431
433
$428K 0.05%
4,525
+1,451
434
$425K 0.05%
5,458
-972
435
$425K 0.05%
2,893
+898
436
$424K 0.05%
27,565
-17,955
437
$423K 0.05%
6,006
+934
438
$422K 0.05%
+8,700
439
$421K 0.05%
7,065
+11
440
$420K 0.05%
9,923
+3,486
441
$420K 0.05%
23,500
-14,608
442
$420K 0.05%
9,020
+3,510
443
$416K 0.05%
1,509
+333
444
$416K 0.05%
10,112
-491
445
$412K 0.05%
8,247
-5,549
446
$412K 0.05%
13,680
-390
447
$410K 0.04%
3,888
+92
448
$410K 0.04%
3,191
-151
449
$408K 0.04%
5,102
+1,308
450
$408K 0.04%
58
+5
16 17
18
19 20