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
626
$127K 0.03%
702
+3
627
$126K 0.03%
+4,542
628
$126K 0.03%
4,704
629
$126K 0.03%
17,726
-1,231
630
$125K 0.03%
2,393
+362
631
$125K 0.03%
4,645
+650
632
$124K 0.03%
2,598
+5
633
$124K 0.03%
10,330
+68
634
$124K 0.03%
3,721
-420
635
$124K 0.03%
+3,798
636
$123K 0.03%
2,116
-4,605
637
$123K 0.03%
5,588
+77
638
$123K 0.03%
+659
639
$123K 0.03%
+2,541
640
$122K 0.03%
6,588
-149
641
$122K 0.03%
3,784
-88
642
$121K 0.03%
+4,142
643
$121K 0.03%
14,447
-273
644
$121K 0.03%
3,806
645
$121K 0.03%
8,250
-25,410
646
$121K 0.03%
+2,218
647
$120K 0.03%
+859
648
$120K 0.03%
+1,330
649
$119K 0.03%
3,230
-655
650
$119K 0.03%
+1,350
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