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
$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
726
$99.3K 0.02%
1,916
-2,206
727
$99.3K 0.02%
6,900
-159
728
$99K 0.02%
+1,799
729
$99K 0.02%
+7,056
730
$98.7K 0.02%
8,000
731
$98.5K 0.02%
21,920
732
$98.5K 0.02%
+1,264
733
$98.5K 0.02%
9,620
-375
734
$98K 0.02%
+1,370
735
$97.7K 0.02%
+4,002
736
$97.7K 0.02%
+1,532
737
$97.6K 0.02%
11,000
738
$97.6K 0.02%
+7,504
739
$97.4K 0.02%
+8,534
740
$97.4K 0.02%
+2,946
741
$97.3K 0.02%
+2,090
742
$96.9K 0.02%
+2,180
743
$95.8K 0.02%
+6,081
744
$95.5K 0.02%
1,490
-79
745
$95.5K 0.02%
+2,113
746
$95.4K 0.02%
+10,476
747
$95.3K 0.02%
+610
748
$94.7K 0.02%
+2,546
749
$93.9K 0.02%
+6,300
750
$93.8K 0.02%
+2,225
28 29
30
31 32