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
$2.06B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$77.7M
3 +$60.5M
4
AMZN icon
Amazon
AMZN
+$59.1M
5
META icon
Meta Platforms (Facebook)
META
+$49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Financials 7.13%
3 Consumer Discretionary 6.03%
4 Communication Services 5.83%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTAS icon
551
Cintas
CTAS
$75.5B
$448K 0.02%
+2,008
OMF icon
552
OneMain Financial
OMF
$7.03B
$447K 0.02%
+7,843
ABNB icon
553
Airbnb
ABNB
$73.5B
$447K 0.02%
+3,376
FOX icon
554
Fox Class B
FOX
$26.2B
$446K 0.02%
+8,638
MELI icon
555
Mercado Libre
MELI
$103B
$442K 0.02%
+169
DD icon
556
DuPont de Nemours
DD
$17B
$440K 0.02%
+6,416
JMHI icon
557
JPMorgan High Yield Municipal ETF
JMHI
$224M
$440K 0.02%
+8,839
KVUE icon
558
Kenvue
KVUE
$32.1B
$439K 0.02%
+20,971
GRFS icon
559
Grifois
GRFS
$5.92B
$438K 0.02%
+48,470
FDIG icon
560
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$239M
$438K 0.02%
+12,295
IBLC icon
561
iShares Blockchain and Tech ETF
IBLC
$68.1M
$437K 0.02%
+11,137
SCHM icon
562
Schwab US Mid-Cap ETF
SCHM
$13.3B
$436K 0.02%
+15,561
SYY icon
563
Sysco
SYY
$35.9B
$435K 0.02%
+5,746
DBEF icon
564
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
$435K 0.02%
+9,939
MPC icon
565
Marathon Petroleum
MPC
$58.5B
$433K 0.02%
+2,608
SSRM icon
566
SSR Mining
SSRM
$4.3B
$433K 0.02%
+34,000
EWT icon
567
iShares MSCI Taiwan ETF
EWT
$6.64B
$432K 0.02%
+7,532
GSUS icon
568
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.84B
$432K 0.02%
+5,050
BXMX icon
569
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$432K 0.02%
+31,119
WELL icon
570
Welltower
WELL
$131B
$432K 0.02%
+2,808
VONE icon
571
Vanguard Russell 1000 ETF
VONE
$6.92B
$431K 0.02%
+1,534
BITQ icon
572
Bitwise Crypto Industry Innovators ETF
BITQ
$399M
$431K 0.02%
+21,835
BKCH icon
573
Global X Blockchain ETF
BKCH
$289M
$430K 0.02%
+8,160
EQT icon
574
EQT Corp
EQT
$37.6B
$429K 0.02%
+7,357
CBRE icon
575
CBRE Group
CBRE
$45.6B
$429K 0.02%
+3,061