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
626
$258K 0.03%
5,269
+12
627
$257K 0.03%
4,437
+311
628
$257K 0.03%
3,316
-1,810
629
$256K 0.03%
7,677
-7,715
630
$255K 0.03%
1,658
+5
631
$255K 0.03%
21,482
+10,325
632
$255K 0.03%
14,360
633
$255K 0.03%
7,102
-983
634
$252K 0.03%
+6,765
635
$251K 0.03%
3,749
-263
636
$251K 0.03%
11,807
+14
637
$250K 0.03%
906
+31
638
$249K 0.03%
833
-417
639
$248K 0.03%
4,755
-173
640
$247K 0.03%
+22,117
641
$244K 0.03%
30,077
642
$244K 0.03%
4,303
+144
643
$244K 0.03%
+7,898
644
$244K 0.03%
8,117
+2,492
645
$243K 0.03%
+4,300
646
$243K 0.03%
16,935
+4,400
647
$243K 0.03%
23,315
+4,500
648
$243K 0.03%
+4,800
649
$242K 0.03%
8,160
-190
650
$241K 0.03%
+9,299
24 25
26
27 28