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
701
$209K 0.02%
14,052
-1
702
$208K 0.02%
221
-26
703
$208K 0.02%
+5,896
704
$208K 0.02%
+14,080
705
$207K 0.02%
+7,856
706
$207K 0.02%
1,194
-261
707
$206K 0.02%
+6,066
708
$206K 0.02%
+2,464
709
$205K 0.02%
16,897
+1,440
710
$205K 0.02%
+2,302
711
$205K 0.02%
2,074
-55
712
$205K 0.02%
5,050
-4,770
713
$205K 0.02%
+1,306
714
$204K 0.02%
13,571
+1,165
715
$203K 0.02%
+2,805
716
$202K 0.02%
1,659
-47
717
$201K 0.02%
+8,950
718
$200K 0.02%
12,722
-458
719
$199K 0.02%
11,014
-425
720
$199K 0.02%
12,117
-1,408
721
$196K 0.02%
3,872
+700
722
$195K 0.02%
7,204
-6,963
723
$191K 0.02%
+10,357
724
$189K 0.02%
10,195
-151
725
$186K 0.02%
13,074
+1,112
27 28
29
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