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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$267K 0.03%
+1,995
552
$267K 0.03%
+5,111
553
$267K 0.03%
+2,419
554
$266K 0.03%
+1,606
555
$263K 0.03%
5,262
556
$263K 0.03%
3,500
-68
557
$261K 0.03%
+2,909
558
$259K 0.03%
2,532
-1,631
559
$258K 0.03%
6,432
+297
560
$257K 0.03%
6,029
+253
561
$256K 0.03%
12,976
-18,368
562
$256K 0.03%
+3,999
563
$255K 0.03%
+50,056
564
$255K 0.03%
4,928
+58
565
$254K 0.03%
2,154
+327
566
$253K 0.03%
3,662
-231
567
$253K 0.03%
8,350
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568
$252K 0.03%
875
-1,607
569
$250K 0.03%
1,965
-45
570
$250K 0.03%
+193
571
$250K 0.03%
+2,740
572
$249K 0.03%
+4,135
573
$249K 0.03%
5,912
+290
574
$249K 0.03%
4,707
-357
575
$249K 0.03%
11,793
+962
21 22
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