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
826
$78.9K 0.02%
+960
827
$78.8K 0.02%
8,973
-2,616
828
$78.8K 0.02%
+3,310
829
$78.6K 0.02%
+534
830
$78.4K 0.02%
+1,445
831
$78.1K 0.02%
+2,800
832
$77.9K 0.02%
2,008
+236
833
$77.6K 0.02%
3,007
-133
834
$77.3K 0.02%
+1,667
835
$77K 0.02%
+644
836
$76.6K 0.02%
2,967
+334
837
$76.6K 0.02%
+1,565
838
$76.4K 0.02%
+644
839
$76.2K 0.02%
+1,005
840
$76.1K 0.02%
+503
841
$75.6K 0.02%
534
842
$75.4K 0.02%
463
843
$75.4K 0.02%
+522
844
$75.3K 0.02%
+2,570
845
$75.1K 0.02%
4,850
-150
846
$75K 0.02%
1,960
-1,300
847
$74.7K 0.02%
+1,338
848
$74.7K 0.02%
+2,217
849
$74.6K 0.02%
7,610
-905
850
$74.6K 0.02%
+1,067
32 33
34
35 36