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
576
$248K 0.03%
1,355
+80
577
$247K 0.03%
13,525
-2,508
578
$246K 0.03%
5,257
-91
579
$246K 0.03%
+5,622
580
$246K 0.03%
+1,455
581
$245K 0.03%
+3,398
582
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2,596
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583
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584
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585
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27,006
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586
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4,753
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587
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30,077
-34,685
588
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2,995
-200
589
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-55
590
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+4,126
591
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594
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595
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12,580
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596
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18,376
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597
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+8,250
598
$231K 0.03%
+1,741
599
$230K 0.03%
+5,582
600
$230K 0.03%
3,839
-27
22 23
24
25 26