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
501
$352K 0.04%
+11,852
502
$352K 0.04%
+68,606
503
$351K 0.04%
1,256
+218
504
$351K 0.04%
6,508
+2,071
505
$350K 0.04%
25,193
+7,795
506
$349K 0.04%
7,008
+102
507
$348K 0.04%
8,121
+850
508
$348K 0.04%
2,846
-20
509
$347K 0.04%
1,404
-88
510
$346K 0.04%
3,804
+76
511
$346K 0.04%
8,963
-1,493
512
$343K 0.04%
6,552
+2,231
513
$343K 0.04%
32,108
+11,907
514
$340K 0.04%
2,943
+223
515
$339K 0.04%
2,245
+33
516
$338K 0.04%
6,078
+623
517
$337K 0.04%
2,089
+554
518
$336K 0.04%
5,966
+1,671
519
$332K 0.04%
+2,758
520
$332K 0.04%
16,038
+170
521
$330K 0.04%
+4,954
522
$329K 0.04%
1,929
+87
523
$329K 0.04%
7,582
+668
524
$329K 0.04%
+2,409
525
$328K 0.04%
17,508
+1,996
19 20
21
22 23