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
901
$65.7K 0.02%
+602
902
$65.6K 0.02%
6,862
+737
903
$65.5K 0.02%
1,363
-2,563
904
$65.4K 0.02%
+1,678
905
$65.4K 0.02%
+5,300
906
$65.3K 0.02%
3,850
907
$65K 0.02%
3,749
908
$64.8K 0.02%
40,000
+5,000
909
$64.7K 0.02%
2,477
-473
910
$64.7K 0.02%
+432
911
$64.6K 0.02%
+3,600
912
$64.5K 0.02%
+7,128
913
$64K 0.02%
+2,725
914
$64K 0.02%
+2,764
915
$63.8K 0.02%
+790
916
$63.7K 0.02%
+1,260
917
$63.6K 0.01%
+830
918
$63.5K 0.01%
+5,850
919
$63.4K 0.01%
+1,224
920
$63.4K 0.01%
3,607
921
$63.2K 0.01%
+3,228
922
$63.2K 0.01%
+1,343
923
$62.9K 0.01%
8,800
-9,200
924
$62.7K 0.01%
+6,952
925
$62.5K 0.01%
+1,250
35 36
37
38 39