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
451
$341K 0.04%
+4,596
452
$340K 0.04%
5,072
+515
453
$339K 0.04%
3,856
+443
454
$338K 0.04%
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455
$338K 0.04%
7,896
+2,377
456
$336K 0.04%
17,154
-332
457
$332K 0.04%
3,493
-1,918
458
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459
$330K 0.04%
14,824
+1,466
460
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461
$328K 0.04%
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462
$326K 0.04%
3,744
-3
463
$324K 0.04%
6,395
+120
464
$324K 0.04%
14,156
-26
465
$324K 0.04%
16,132
+1,451
466
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467
$322K 0.04%
12,517
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468
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6,620
469
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7,369
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470
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471
$318K 0.04%
2,212
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472
$318K 0.04%
14,061
-2,053
473
$318K 0.04%
3,342
-273
474
$316K 0.04%
+3,915
475
$315K 0.04%
+9,808
17 18
19
20 21