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
876
$69.7K 0.02%
+3,300
877
$69.3K 0.02%
+935
878
$69.2K 0.02%
+600
879
$69.2K 0.02%
27
-28
880
$69K 0.02%
+2,900
881
$68.8K 0.02%
+1,151
882
$68.5K 0.02%
+4,800
883
$68.5K 0.02%
+2,900
884
$68.4K 0.02%
+1,076
885
$68K 0.02%
+1,046
886
$67.9K 0.02%
+4,424
887
$67.6K 0.02%
+555
888
$67.5K 0.02%
+2,746
889
$67.2K 0.02%
+3,628
890
$67.1K 0.02%
31,511
+631
891
$67K 0.02%
725
+75
892
$66.7K 0.02%
2,964
+10
893
$66.7K 0.02%
+5,168
894
$66.7K 0.02%
+1,702
895
$66.7K 0.02%
3,046
-155
896
$66.4K 0.02%
5,000
897
$66.2K 0.02%
2,930
-2,440
898
$66.2K 0.02%
+1,493
899
$66K 0.02%
+1,239
900
$65.8K 0.02%
+2,594
34 35
36
37 38