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
776
$87.8K 0.02%
+1,065
777
$87.8K 0.02%
+1,312
778
– –
0
779
$87.1K 0.02%
3,038
+126
780
$87.1K 0.02%
+1,057
781
$87K 0.02%
6,675
782
$86.5K 0.02%
+1,736
783
$86.4K 0.02%
498
-165
784
$86.2K 0.02%
1,105
-30
785
$86.2K 0.02%
6,018
+277
786
$86.2K 0.02%
+1,989
787
$86.2K 0.02%
2,107
-780
788
$86.1K 0.02%
+2,552
789
$85.4K 0.02%
+4,158
790
$85.4K 0.02%
+710
791
$85.3K 0.02%
+706
792
$85K 0.02%
+1,033
793
$85K 0.02%
+5,500
794
$84.7K 0.02%
3,153
795
$84.4K 0.02%
2,439
+91
796
$84K 0.02%
+1,800
797
$83.9K 0.02%
+634
798
$83.8K 0.02%
10,738
799
$83K 0.02%
40,000
800
$82.9K 0.02%
+1,622
30 31
32
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