BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
26
$2.31M 0.54%
19,368
+13,146
27
$2.28M 0.53%
+41,990
28
$2.25M 0.53%
21,668
-6,587
29
$2.16M 0.51%
2,456,537
+1,518,256
30
$2.12M 0.5%
93,680
+51,840
31
$2.11M 0.5%
69,196
+38,056
32
$2.1M 0.49%
433,042
+283,683
33
$2.04M 0.48%
109,806
+50,768
34
$2.01M 0.47%
102,252
+50,500
35
$1.99M 0.47%
65,480
+34,516
36
$1.95M 0.46%
80,374
+44,701
37
$1.93M 0.45%
33,339
+16,290
38
$1.92M 0.45%
31,698
+17,391
39
$1.83M 0.43%
113,915
+56,972
40
$1.81M 0.42%
56,551
+16,198
41
$1.8M 0.42%
59,920
+28,379
42
$1.71M 0.4%
68,775
+25,906
43
$1.66M 0.39%
75,017
+38,021
44
$1.63M 0.38%
65,592
+29,570
45
$1.6M 0.38%
59,281
+29,844
46
$1.55M 0.36%
35,025
+17,563
47
$1.49M 0.35%
54,280
+29,660
48
$1.47M 0.35%
117,534
+42,391
49
$1.47M 0.34%
261,698
+134,706
50
$1.45M 0.34%
96,160
+57,000
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