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
626
$216K 0.03%
+3,265
627
$216K 0.03%
+2,129
628
$216K 0.03%
26,631
-3,485
629
$216K 0.03%
+1,680
630
$215K 0.03%
13,291
631
$214K 0.03%
7,068
-28,206
632
$214K 0.03%
16,527
+57
633
$214K 0.03%
11,000
-75
634
$214K 0.03%
+471
635
$212K 0.03%
+2,114
636
$212K 0.03%
36,540
-2,946
637
$211K 0.03%
+1,706
638
$211K 0.03%
22,918
+6,122
639
$211K 0.03%
+1,535
640
$211K 0.03%
+4,234
641
$210K 0.03%
5,177
-608
642
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643
$209K 0.03%
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644
$208K 0.03%
+2,724
645
$208K 0.03%
2,652
-1,737
646
$207K 0.03%
+2,166
647
$206K 0.03%
+1,598
648
$205K 0.03%
2,737
-684
649
$205K 0.03%
+2,534
650
$204K 0.03%
+6,042
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