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
451
$407K 0.04%
7,627
+258
452
$406K 0.04%
20,305
+784
453
$406K 0.04%
+3,579
454
$405K 0.04%
1,434
-119
455
$405K 0.04%
6,790
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456
$402K 0.04%
12,078
+780
457
$399K 0.04%
+4,076
458
$399K 0.04%
16,675
-420
459
$399K 0.04%
14,148
+1,440
460
$399K 0.04%
3,000
+11
461
$398K 0.04%
3,122
-1,482
462
$398K 0.04%
+13,117
463
$397K 0.04%
144
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464
$396K 0.04%
17,434
+515
465
$394K 0.04%
+4,349
466
$392K 0.04%
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467
$392K 0.04%
14,969
+2,452
468
$392K 0.04%
287
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469
$392K 0.04%
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470
$392K 0.04%
+5,546
471
$391K 0.04%
21,816
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472
$389K 0.04%
19,622
-1,226
473
$387K 0.04%
8,286
+179
474
$386K 0.04%
18,832
+2,700
475
$382K 0.04%
27,152
-978
17 18
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