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
576
$144K 0.03%
+2,432
577
$144K 0.03%
3,824
+229
578
$144K 0.03%
+3,768
579
$144K 0.03%
3,888
-600
580
$144K 0.03%
4,758
581
$143K 0.03%
5,139
582
$143K 0.03%
3,607
+1,869
583
$143K 0.03%
14,839
-1,267
584
$142K 0.03%
4,165
-474
585
$141K 0.03%
3,054
586
$141K 0.03%
4,976
+10
587
$141K 0.03%
5,368
-279
588
$141K 0.03%
2,613
+606
589
$140K 0.03%
10,520
590
$140K 0.03%
2,505
+330
591
$140K 0.03%
3,310
592
$140K 0.03%
3,513
-633
593
$140K 0.03%
7,357
+1,195
594
$139K 0.03%
+4,600
595
$138K 0.03%
7,150
+400
596
$138K 0.03%
+1,422
597
– –
0
598
$136K 0.03%
+1,485
599
$136K 0.03%
+10,405
600
$136K 0.03%
2,658
22 23
24
25 26