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
601
$276K 0.03%
5,788
+2,126
602
$276K 0.03%
3,244
+25
603
$275K 0.03%
2,695
+15
604
$275K 0.03%
3,269
-462
605
$274K 0.03%
+6,909
606
$273K 0.03%
15,000
+6,127
607
$273K 0.03%
+13,310
608
$272K 0.03%
+1,096
609
$270K 0.03%
+4,339
610
$270K 0.03%
4,805
+670
611
$269K 0.03%
+1,794
612
$268K 0.03%
+1,834
613
$268K 0.03%
+7,029
614
$267K 0.03%
4,936
-694
615
$266K 0.03%
2,612
+16
616
$265K 0.03%
10,510
-1,840
617
$264K 0.03%
101,050
+71,050
618
$263K 0.03%
+2,364
619
$263K 0.03%
+4,491
620
$261K 0.03%
+3,030
621
$261K 0.03%
3,494
-137
622
$261K 0.03%
+1,746
623
$260K 0.03%
+5,839
624
$260K 0.03%
4,847
+140
625
$259K 0.03%
+4,408
23 24
25
26 27