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
651
$119K 0.03%
406
+186
652
$118K 0.03%
+1,109
653
$118K 0.03%
3,612
-56
654
$118K 0.03%
2,250
655
$117K 0.03%
3,450
+500
656
$116K 0.03%
+2,268
657
$115K 0.03%
4,447
+47
658
$115K 0.03%
+1,600
659
$115K 0.03%
+1,147
660
$114K 0.03%
5,600
+4,285
661
$113K 0.03%
+772
662
$113K 0.03%
904
-2,517
663
$113K 0.03%
+2,154
664
$112K 0.03%
2,648
-175
665
$112K 0.03%
5,051
+1,310
666
$112K 0.03%
+2,244
667
$112K 0.03%
43,450
+840
668
$112K 0.03%
2,175
669
$111K 0.03%
3,070
-70
670
$111K 0.03%
+776
671
$111K 0.03%
+2,395
672
$110K 0.03%
+2,002
673
$110K 0.03%
23,460
+3,315
674
$110K 0.03%
5,015
-173
675
$110K 0.03%
+2,357
25 26
27
28 29