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
601
$135K 0.03%
2,336
-775
602
$135K 0.03%
+2,263
603
$134K 0.03%
48
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604
$133K 0.03%
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-392
605
$133K 0.03%
9,731
-7,662
606
$133K 0.03%
+18,400
607
$133K 0.03%
1,463
-1,008
608
$132K 0.03%
2,768
-137
609
$132K 0.03%
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610
$131K 0.03%
+1,511
611
$131K 0.03%
1,695
-400
612
$131K 0.03%
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613
$131K 0.03%
4,194
-6,309
614
$131K 0.03%
+3,701
615
$131K 0.03%
+1,225
616
$130K 0.03%
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617
$130K 0.03%
7,890
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618
$130K 0.03%
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619
$130K 0.03%
5,500
620
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936
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$129K 0.03%
9,200
+18
622
$128K 0.03%
+772
623
$128K 0.03%
7,177
+2,160
624
$128K 0.03%
9,103
+18
625
$127K 0.03%
5,430
23 24
25
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