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
476
$382K 0.04%
+35,420
477
$381K 0.04%
5,322
-16
478
$379K 0.04%
11,848
-1,876
479
$377K 0.04%
7,037
-137
480
$377K 0.04%
+13,838
481
$376K 0.04%
16,512
-198
482
$375K 0.04%
9,450
483
$375K 0.04%
+5,857
484
$373K 0.04%
+33,751
485
$372K 0.04%
1,634
-249
486
$372K 0.04%
5,041
-168
487
$371K 0.04%
2,999
-1,834
488
$368K 0.04%
7,262
+1,846
489
$367K 0.04%
5,784
-1,003
490
$364K 0.04%
4,490
+938
491
$364K 0.04%
5,679
+720
492
$362K 0.04%
+2,344
493
$362K 0.04%
+7,679
494
$362K 0.04%
30,708
-14,291
495
$357K 0.04%
2,519
+778
496
$357K 0.04%
6,725
+1,614
497
$355K 0.04%
2,771
+1,091
498
$355K 0.04%
2,043
+208
499
$355K 0.04%
3,942
+86
500
$355K 0.04%
2,383
+493
18 19
20
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