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
$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
51
$3.93M 0.43%
26,197
-1,983
52
$3.76M 0.41%
44,354
+193
53
$3.73M 0.41%
29,995
-184
54
$3.45M 0.38%
81,588
+18,323
55
$3.42M 0.37%
31,046
+27,742
56
$3.4M 0.37%
37,188
-307
57
$3.34M 0.37%
29,113
+6,984
58
$3.23M 0.35%
111,191
+7,092
59
$3.23M 0.35%
67,849
+2,213
60
$3.22M 0.35%
182,205
+166,794
61
$3.05M 0.33%
59,815
+4,976
62
$3.02M 0.33%
33,163
+551
63
$2.98M 0.33%
22,345
+534
64
$2.94M 0.32%
36,215
-35,748
65
$2.93M 0.32%
7,984
-3,495
66
$2.86M 0.31%
36,613
+1,263
67
$2.82M 0.31%
46,817
+1,507
68
$2.81M 0.31%
21,423
+1,546
69
$2.8M 0.31%
9,495
+1,673
70
$2.76M 0.3%
27,452
+1,909
71
$2.74M 0.3%
667,120
+100,560
72
$2.73M 0.3%
7,620
+802
73
$2.71M 0.3%
10,251
+742
74
$2.71M 0.3%
13,068
+98
75
$2.68M 0.29%
253,167
+5,002
1 2
3
4 5