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
701
$104K 0.02%
8,497
+182
702
$104K 0.02%
2,880
-10,300
703
$104K 0.02%
+2,136
704
$104K 0.02%
5,689
705
$104K 0.02%
+2,322
706
$103K 0.02%
+1,430
707
$103K 0.02%
+1,181
708
$103K 0.02%
8,538
-2,500
709
$103K 0.02%
8,013
-3,819
710
$103K 0.02%
10,725
-4,868
711
$102K 0.02%
+4,020
712
$102K 0.02%
+2,374
713
$102K 0.02%
4,825
714
$102K 0.02%
+2,618
715
$102K 0.02%
+2,067
716
$101K 0.02%
2,025
-25
717
$101K 0.02%
4,350
718
$101K 0.02%
+2,227
719
$101K 0.02%
+2,120
720
$101K 0.02%
1,630
-388
721
$101K 0.02%
+2,406
722
$101K 0.02%
6,677
-3,189
723
$101K 0.02%
+1,739
724
$99.8K 0.02%
3,600
-100
725
$99.5K 0.02%
1,600
-233
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