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
751
$93.5K 0.02%
4,400
-2,290
752
$93.4K 0.02%
+370
753
$93.4K 0.02%
+191
754
$93.1K 0.02%
+2,396
755
$93K 0.02%
+1,562
756
$92.8K 0.02%
12,675
-10,865
757
$92.4K 0.02%
5,451
+200
758
$92.3K 0.02%
5,578
759
$92.2K 0.02%
+1,549
760
$92.2K 0.02%
+13,000
761
$92.1K 0.02%
+1,825
762
$92.1K 0.02%
+2,440
763
$91.8K 0.02%
2,004
-1,250
764
$91.7K 0.02%
5,165
+83
765
$91.6K 0.02%
+903
766
$91.4K 0.02%
+2,521
767
$91.2K 0.02%
+1,127
768
$91.1K 0.02%
232
769
$91K 0.02%
+1,279
770
$89.8K 0.02%
7,275
771
$89.8K 0.02%
10,950
-2,587
772
$89.7K 0.02%
+1,064
773
$89.4K 0.02%
+402
774
$88.4K 0.02%
+995
775
$87.8K 0.02%
5,066
+884
29 30
31
32 33