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
51
$3.67M 0.46%
91,023
-301
52
$3.65M 0.46%
32,580
-396
53
$3.47M 0.43%
14,027
+991
54
$3.32M 0.41%
37,495
+1,031
55
$2.87M 0.36%
104,099
+4,279
56
$2.87M 0.36%
32,612
+13,089
57
$2.8M 0.35%
52,191
+7,703
58
$2.66M 0.33%
213,875
59
$2.66M 0.33%
21,811
+2,251
60
$2.64M 0.33%
69,645
+8,025
61
$2.62M 0.33%
35,350
+1,909
62
$2.59M 0.32%
24,824
+3,680
63
$2.57M 0.32%
54,839
+444
64
$2.57M 0.32%
59,717
-2,733
65
$2.57M 0.32%
45,310
-3,052
66
$2.56M 0.32%
25,543
+3,442
67
$2.56M 0.32%
34,093
+6,551
68
$2.55M 0.32%
248,165
+40,955
69
$2.55M 0.32%
+68,524
70
$2.54M 0.32%
566,560
-107,720
71
$2.53M 0.32%
63,265
+7,366
72
$2.52M 0.31%
32,639
+4,765
73
$2.49M 0.31%
33,421
+3,157
74
$2.48M 0.31%
82,195
+2,159
75
$2.46M 0.31%
12,970
+19
1 2
3
4 5