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
926
$62.5K 0.01%
+1,890
927
$62K 0.01%
6,750
928
$62K 0.01%
1,287
+37
929
$61.9K 0.01%
+374
930
$61.5K 0.01%
+2,072
931
$61.5K 0.01%
+1,060
932
$61.4K 0.01%
5,000
933
$61K 0.01%
+537
934
$61K 0.01%
+365
935
$61K 0.01%
+1,298
936
$60.9K 0.01%
3,103
-500
937
$60.8K 0.01%
+2,400
938
$60.6K 0.01%
+979
939
$60.3K 0.01%
+41
940
$60.3K 0.01%
+3,161
941
$60.3K 0.01%
3,265
-3,402
942
$60.3K 0.01%
+2,817
943
$60.2K 0.01%
+1,315
944
$60.1K 0.01%
4,500
945
$60.1K 0.01%
+2,102
946
$60.1K 0.01%
+3,775
947
$60K 0.01%
+2,700
948
$59.7K 0.01%
+3,050
949
$59.6K 0.01%
+889
950
$59.6K 0.01%
+3,880
36 37
38
39 40