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
526
$161K 0.04%
+6,260
527
$160K 0.04%
3,901
+100
528
$160K 0.04%
+5,140
529
$160K 0.04%
+1,145
530
$160K 0.04%
+133
531
$159K 0.04%
36,547
532
$158K 0.04%
2,088
+142
533
$158K 0.04%
10,726
-3,092
534
$158K 0.04%
4,218
+1,118
535
$157K 0.04%
3,889
+202
536
$156K 0.04%
+924
537
$156K 0.04%
17,000
538
$156K 0.04%
2,025
+330
539
$156K 0.04%
3,163
+242
540
$156K 0.04%
1,928
541
$156K 0.04%
+1,182
542
$156K 0.04%
+1,602
543
$155K 0.04%
1,693
+61
544
$154K 0.04%
4,772
+1,790
545
$154K 0.04%
+6,752
546
$154K 0.04%
+2,000
547
$153K 0.04%
9,415
+65
548
$153K 0.04%
+3,830
549
$152K 0.04%
+10,401
550
$152K 0.04%
11,037
+5,315
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