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
26
$5.65M 0.71%
36,166
+2,259
27
$5.64M 0.7%
110,611
+8,145
28
$5.57M 0.7%
66,334
-1,008
29
$5.32M 0.66%
27,734
+4,206
30
$5.05M 0.63%
54,747
+625
31
$4.64M 0.58%
25,576
-24,611
32
$4.51M 0.56%
76,540
-25,160
33
$4.48M 0.56%
121,819
+39,267
34
$4.38M 0.55%
16,881
+455
35
$4.38M 0.55%
39,412
+3,511
36
$4.31M 0.54%
167,485
-25,094
37
$4.21M 0.53%
77,851
-3,162
38
$4.17M 0.52%
86,196
+14,812
39
$4.09M 0.51%
114,790
+19,840
40
$4.08M 0.51%
28,180
+586
41
$3.99M 0.5%
68,100
+4,360
42
$3.98M 0.5%
50,819
+5,743
43
$3.86M 0.48%
266,241
-154,453
44
$3.8M 0.47%
24,882
+19
45
$3.78M 0.47%
36,289
+363
46
$3.75M 0.47%
65,636
-1,701
47
$3.75M 0.47%
47,222
+3,659
48
$3.74M 0.47%
304,129
49
$3.72M 0.46%
30,179
-1,757
50
$3.71M 0.46%
44,161
-3,288
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