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
701
$91K 0.01%
12,837
-4,439
702
$89K 0.01%
+11,900
703
$88K 0.01%
3,761
+583
704
$82K 0.01%
+25,000
705
$82K 0.01%
14,160
-2,529
706
$81K 0.01%
13,423
+170
707
$79K 0.01%
+211
708
$78K 0.01%
102,500
+2,500
709
$76K 0.01%
3,080
710
$73K 0.01%
28,524
+4,896
711
$72K 0.01%
139
+50
712
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78,230
-44,400
713
$70K 0.01%
18
-97
714
$70K 0.01%
13,000
715
$66K 0.01%
1,102
+6
716
$64K 0.01%
427
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717
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$58K 0.01%
20,550
-23
719
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720
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10,445
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$54K 0.01%
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722
$51K 0.01%
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723
$51K 0.01%
20,000
+2,000
724
$51K 0.01%
16,400
+600
725
$49K 0.01%
+1,926
27 28
29
30 31