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
801
$82.9K 0.02%
+1,911
802
$82.9K 0.02%
+919
803
$82.8K 0.02%
8,823
-4,524
804
$82.2K 0.02%
4,137
+275
805
$82K 0.02%
+2,984
806
$81.9K 0.02%
+2,360
807
$81.7K 0.02%
5,684
-86
808
$81.5K 0.02%
+9,000
809
$81.4K 0.02%
+1,923
810
$81.2K 0.02%
+4,000
811
$81K 0.02%
10,720
-11,725
812
$80.6K 0.02%
+853
813
$80.6K 0.02%
6,549
+303
814
$80.2K 0.02%
2,595
815
$80.2K 0.02%
+3,295
816
$80.2K 0.02%
+1,180
817
$80.1K 0.02%
+1,554
818
$80.1K 0.02%
+2,319
819
$79.8K 0.02%
+984
820
$79.8K 0.02%
+1,803
821
$79.6K 0.02%
3,778
-2,138
822
$79.2K 0.02%
11,074
+221
823
$79.2K 0.02%
+800
824
$79.1K 0.02%
+1,969
825
$79K 0.02%
989
+123
31 32
33
34 35