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
$2.06B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$77.7M
3 +$60.5M
4
AMZN icon
Amazon
AMZN
+$59.1M
5
META icon
Meta Platforms (Facebook)
META
+$49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.71%
2 Financials 7.13%
3 Consumer Discretionary 6.03%
4 Communication Services 5.83%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMBJ
726
Embraer S.A. ADS
EMBJ
$11.5B
$277K 0.01%
+4,863
TSLL icon
727
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.4B
$276K 0.01%
+23,409
PNR icon
728
Pentair
PNR
$17.5B
$276K 0.01%
+2,691
TSCO icon
729
Tractor Supply
TSCO
$29.7B
$275K 0.01%
+5,216
CWST icon
730
Casella Waste Systems
CWST
$5.61B
$274K 0.01%
+2,373
VTRS icon
731
Viatris
VTRS
$12.6B
$273K 0.01%
+30,600
HQY icon
732
HealthEquity
HQY
$8.57B
$273K 0.01%
+2,608
CRDO icon
733
Credo Technology Group
CRDO
$24.7B
$272K 0.01%
+2,943
THO icon
734
Thor Industries
THO
$5.27B
$271K 0.01%
+3,055
ZS icon
735
Zscaler
ZS
$48.9B
$271K 0.01%
+864
APLE icon
736
Apple Hospitality REIT
APLE
$2.76B
$271K 0.01%
+23,199
FHEQ icon
737
Fidelity Hedged Equity ETF
FHEQ
$526M
$268K 0.01%
+9,300
DFIC icon
738
Dimensional International Core Equity 2 ETF
DFIC
$10.8B
$267K 0.01%
+8,587
WPM icon
739
Wheaton Precious Metals
WPM
$48B
$267K 0.01%
+2,972
EVV
740
Eaton Vance Limited Duration Income Fund
EVV
$1.16B
$266K 0.01%
+25,963
HPE icon
741
Hewlett Packard
HPE
$30.3B
$266K 0.01%
+13,014
FIS icon
742
Fidelity National Information Services
FIS
$34.3B
$266K 0.01%
+3,263
VNO icon
743
Vornado Realty Trust
VNO
$6.67B
$265K 0.01%
+6,942
TPR icon
744
Tapestry
TPR
$20.6B
$265K 0.01%
+3,014
CLX icon
745
Clorox
CLX
$12.7B
$265K 0.01%
+2,203
IYH icon
746
iShares US Healthcare ETF
IYH
$3.08B
$264K 0.01%
+4,674
MKL icon
747
Markel Group
MKL
$26.3B
$264K 0.01%
+132
IEDI icon
748
iShares US Consumer Focused ETF
IEDI
$29.5M
$262K 0.01%
+4,778
WAB icon
749
Wabtec
WAB
$34.9B
$262K 0.01%
+1,249
ARGT icon
750
Global X MSCI Argentina ETF
ARGT
$840M
$261K 0.01%
+3,085