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
851
$74.5K 0.02%
2,226
-405
852
$74.3K 0.02%
4,447
853
$74.3K 0.02%
4,146
854
$74.2K 0.02%
7,550
+500
855
$74.2K 0.02%
+3,250
856
$74.1K 0.02%
8,712
+10
857
$74.1K 0.02%
+1,041
858
$74.1K 0.02%
+4,885
859
$73.5K 0.02%
6,395
860
$72.9K 0.02%
+2,758
861
$72.7K 0.02%
4,500
-74
862
$72.4K 0.02%
+1,643
863
$72.3K 0.02%
+578
864
$72.3K 0.02%
+2,400
865
$72.3K 0.02%
3,165
866
$72K 0.02%
5,843
867
$71.6K 0.02%
+825
868
$71.5K 0.02%
+1,240
869
$70.8K 0.02%
+1,475
870
$70.7K 0.02%
+1,105
871
$70.5K 0.02%
2,555
-2,055
872
$70.4K 0.02%
+3,298
873
$70.3K 0.02%
+1,318
874
$70.2K 0.02%
2,810
-567
875
$70K 0.02%
+951
33 34
35
36 37