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
451
$200K 0.05%
7,845
+3,985
452
$199K 0.05%
+13,630
453
$199K 0.05%
2,346
+142
454
$199K 0.05%
17,633
+7,733
455
$198K 0.05%
7,676
-20,541
456
$198K 0.05%
+5,667
457
$198K 0.05%
10,680
-12
458
$197K 0.05%
3,067
-5,173
459
$197K 0.05%
+4,490
460
$196K 0.05%
11,562
+6,696
461
$195K 0.05%
2,790
-134
462
$194K 0.05%
+10,606
463
$194K 0.05%
+3,689
464
$194K 0.05%
13,771
+6,552
465
$193K 0.05%
4,791
+585
466
$192K 0.05%
7,193
+30
467
$192K 0.05%
+1,559
468
$192K 0.05%
+11,103
469
$191K 0.04%
8,052
+1,240
470
$191K 0.04%
7,309
+171
471
$190K 0.04%
2,258
+494
472
$189K 0.04%
8,504
+2,454
473
$189K 0.04%
7,461
-116
474
$189K 0.04%
4,229
+428
475
$187K 0.04%
+6,426
17 18
19
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