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
$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
26
$6.35M 0.7%
30,508
+2,774
27
$6.34M 0.69%
103,222
+63,253
28
$6.25M 0.69%
33,470
-1,380
29
$6.24M 0.68%
72,168
+5,834
30
$6.08M 0.67%
159,028
+37,209
31
$6.03M 0.66%
43,247
+3,835
32
$6.01M 0.66%
50,641
+18,061
33
$5.93M 0.65%
34,981
+9,405
34
$5.84M 0.64%
60,145
+5,398
35
$5.36M 0.59%
66,368
+60,003
36
$5.17M 0.57%
133,572
+65,048
37
$5.14M 0.56%
93,845
+15,994
38
$5.06M 0.55%
18,790
+1,909
39
$4.54M 0.5%
88,640
+2,444
40
$4.42M 0.48%
107,379
+16,356
41
$4.28M 0.47%
78,940
+2,400
42
$4.22M 0.46%
38,500
+2,211
43
$4.21M 0.46%
152,398
-15,087
44
$4.19M 0.46%
26,731
+1,849
45
$4.19M 0.46%
54,095
+3,276
46
$4.18M 0.46%
306,333
+2,204
47
$4.07M 0.45%
273,458
+7,217
48
$4.07M 0.45%
50,888
+3,666
49
$3.95M 0.43%
73,020
+4,920
50
$3.93M 0.43%
16,105
+2,078
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