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
501
$172K 0.04%
345
+157
502
$171K 0.04%
+1,000
503
$170K 0.04%
1,500
504
$170K 0.04%
8,159
-653
505
$169K 0.04%
4,644
-225
506
$169K 0.04%
2,280
507
$168K 0.04%
+5,257
508
$168K 0.04%
8,958
+3,310
509
$168K 0.04%
+1,172
510
$168K 0.04%
2,518
-409
511
$168K 0.04%
+898
512
$168K 0.04%
+5,842
513
$167K 0.04%
9,254
+3,654
514
$164K 0.04%
+2,175
515
$164K 0.04%
1,807
-60
516
$164K 0.04%
5,400
517
$163K 0.04%
2,323
+167
518
$163K 0.04%
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-302
519
$163K 0.04%
5,853
+3,002
520
$162K 0.04%
3,146
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521
$162K 0.04%
6,336
+39
522
$162K 0.04%
2,333
-425
523
$161K 0.04%
+1,346
524
$161K 0.04%
10,626
-274
525
$161K 0.04%
3,244
+1,041
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