BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
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
51
$1.44M 0.34%
91,992
+62,883
52
$1.43M 0.34%
48,877
+26,927
53
$1.4M 0.33%
43,198
+21,892
54
$1.38M 0.32%
22,814
+13,894
55
$1.37M 0.32%
44,042
+21,507
56
$1.34M 0.31%
99,901
+54,648
57
$1.33M 0.31%
28,926
+18,283
58
$1.31M 0.31%
22,252
+15,952
59
$1.3M 0.31%
26,325
+20,479
60
$1.29M 0.3%
61,411
+37,944
61
$1.28M 0.3%
71,330
+52,430
62
$1.26M 0.3%
62,712
+32,696
63
$1.25M 0.29%
68,770
+58,250
64
$1.23M 0.29%
69,816
+44,388
65
$1.22M 0.29%
29,186
+14,091
66
$1.21M 0.28%
152,278
+77,192
67
$1.18M 0.28%
18,560
+9,156
68
$1.17M 0.27%
102,160
+50,990
69
$1.16M 0.27%
32,370
+14,916
70
$1.16M 0.27%
61,000
+30,270
71
$1.11M 0.26%
14,854
+12,675
72
$1.11M 0.26%
26,337
+14,042
73
$1.11M 0.26%
42,736
+11,979
74
$1.1M 0.26%
20,150
+10,673
75
$1.09M 0.26%
32,302
+17,227
1 2
3
4 5