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
551
$309K 0.03%
1,641
-127
552
$308K 0.03%
3,166
-2,036
553
$307K 0.03%
15,160
+1,004
554
$306K 0.03%
7,606
-3,647
555
$306K 0.03%
1,531
+85
556
$305K 0.03%
+7,381
557
$305K 0.03%
6,032
+1,692
558
$304K 0.03%
6,329
+465
559
$304K 0.03%
25,540
+190
560
$302K 0.03%
2,239
+85
561
$302K 0.03%
11,462
+677
562
$302K 0.03%
27,008
+14,632
563
$301K 0.03%
15,807
-13,176
564
$299K 0.03%
2,460
-77
565
$299K 0.03%
65,749
-12,540
566
$298K 0.03%
+5,487
567
$298K 0.03%
5,276
+244
568
$297K 0.03%
35,605
-662
569
$297K 0.03%
13,055
+830
570
$296K 0.03%
1,956
-9
571
$296K 0.03%
13,545
-409
572
$295K 0.03%
+3,567
573
$294K 0.03%
5,085
-701
574
$292K 0.03%
6,435
+1,450
575
$290K 0.03%
27,736
+4,888
21 22
23
24 25