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
551
$152K 0.04%
+1,304
552
$152K 0.04%
1,687
553
$151K 0.04%
2,105
+10
554
$151K 0.04%
2,184
-372
555
$151K 0.04%
6,350
+500
556
$150K 0.04%
+758
557
$150K 0.04%
1,303
-135
558
$150K 0.04%
+3,330
559
$150K 0.04%
+8,184
560
$150K 0.04%
3,378
-1,100
561
$150K 0.04%
4,500
-200
562
$149K 0.03%
3,434
-214
563
$149K 0.03%
1,255
-200
564
$148K 0.03%
4,484
-532
565
$148K 0.03%
5,650
566
$148K 0.03%
3,151
+744
567
$147K 0.03%
+10,815
568
$147K 0.03%
+32,022
569
$147K 0.03%
+23,830
570
$146K 0.03%
+11,599
571
$146K 0.03%
+4,450
572
$145K 0.03%
1,133
-87
573
$145K 0.03%
+2,518
574
$145K 0.03%
1,261
-124
575
$145K 0.03%
+4,374
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