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
651
$240K 0.03%
2,198
-7,114
652
$240K 0.03%
+3,821
653
$239K 0.03%
7,599
+1,743
654
$239K 0.03%
+7,547
655
$239K 0.03%
2,910
+258
656
$237K 0.03%
4,222
+383
657
$236K 0.03%
2,765
-230
658
$234K 0.03%
+1,613
659
$234K 0.03%
5,465
-447
660
$233K 0.03%
18,392
+16
661
$233K 0.03%
+3,928
662
$233K 0.03%
+1,526
663
$232K 0.03%
+4,247
664
$232K 0.03%
+2,886
665
$231K 0.03%
476
+5
666
$230K 0.03%
+8,400
667
$230K 0.03%
35,849
+6,000
668
$229K 0.03%
2,572
-951
669
$228K 0.03%
1,563
+3
670
$228K 0.03%
11,401
-1,179
671
$228K 0.03%
+2,314
672
$226K 0.02%
2,424
-485
673
$226K 0.02%
1,638
-252
674
$225K 0.02%
7,010
-100
675
$225K 0.02%
4,974
+582
25 26
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