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
$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
476
$186K 0.04%
4,694
+1,193
477
$184K 0.04%
6,933
+1,816
478
$184K 0.04%
10,000
479
$184K 0.04%
+2,222
480
$183K 0.04%
+8,693
481
$183K 0.04%
4,800
+250
482
$183K 0.04%
4,560
+308
483
$182K 0.04%
7,136
+2,968
484
$182K 0.04%
6,690
485
$182K 0.04%
3,192
-204
486
$181K 0.04%
4,254
487
$181K 0.04%
+1,748
488
$180K 0.04%
+2,177
489
$179K 0.04%
5,561
+785
490
$179K 0.04%
5,201
+400
491
$177K 0.04%
10,056
+2,883
492
$177K 0.04%
12,065
+1,870
493
$176K 0.04%
4,499
+957
494
$175K 0.04%
6,500
+700
495
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+3,399
496
$175K 0.04%
3,467
-383
497
$174K 0.04%
932
-688
498
$174K 0.04%
82,055
+15,055
499
$174K 0.04%
+3,571
500
$172K 0.04%
7,450
-850
18 19
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