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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.87B
1-Year Est. Return 37.01%
This Fund
S&P 500
This Quarter Est. Return
+13.77%
1 Year Est. Return
+37.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$1.97B
Cap. Flow %
92.3%
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$88.1M
2
AAPL icon
Apple
AAPL
+$76.5M
3
AMZN icon
Amazon
AMZN
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 21.01%
2 Financials 6.9%
3 Consumer Discretionary 5.84%
4 Communication Services 5.65%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LBTYK icon
926
Liberty Global Class C
LBTYK
$3.49B
$146K 0.01%
+14,158
New +$147K
CSCO icon
927
CALL
Cisco
CSCO
$448B
$146K 0.01%
+2,100
New +$129K
AI icon
928
C3.ai
AI
$1.41B
$145K 0.01%
+5,911
New +$135K
RFMZ
929
RiverNorth Flexible Municipal Income Fund II
RFMZ
$319M
$145K 0.01%
+11,483
New +$146K
CHW
930
Calamos Global Dynamic Income Fund
CHW
$523M
$145K 0.01%
+20,316
New +$133K
IHD
931
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$127M
$144K 0.01%
+24,191
New +$131K
NMZ icon
932
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.19B
$143K 0.01%
+13,785
New +$143K
CCL icon
933
CALL
Carnival Corporation Ltd
CCL
$38B
$141K 0.01%
+5,000
New +$107K
AUR icon
934
Aurora
AUR
$12.2B
$140K 0.01%
+26,794
New +$168K
ABEV icon
935
Ambev
ABEV
$48.2B
$140K 0.01%
+57,953
New +$141K
RC
936
Ready Capital
RC
$261M
$136K 0.01%
+31,225
New +$139K
PFN
937
PIMCO Income Strategy Fund II
PFN
$696M
$134K 0.01%
+18,129
New +$131K
ACHR icon
938
Archer Aviation
ACHR
$3.62B
$129K 0.01%
+11,900
New +$111K
DPG
939
Duff & Phelps Utility and Infrastructure Fund
DPG
$525M
$129K 0.01%
+10,360
New +$125K
HFRO
940
Highland Opportunities and Income Fund
HFRO
$407M
$127K 0.01%
+24,430
New +$123K
XFLT
941
XAI Floating Rate & Alternative Income Trust
XFLT
$288M
$122K 0.01%
+4,303
New +$121K
CROX icon
942
CALL
Crocs
CROX
$6.14B
$122K 0.01%
+1,200
New +$122K
RUM icon
943
RUM Group Inc
RUM
$1.63B
$121K 0.01%
+13,435
New +$115K
ASPI icon
944
ASP Isotopes
ASPI
$501M
$121K 0.01%
+16,380
New +$110K
PEP icon
945
CALL
PepsiCo
PEP
$191B
$119K 0.01%
+900
New +$121K
XBI icon
946
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$116K 0.01%
+1,400
New +$112K
CC icon
947
Chemours
CC
$2.57B
$116K 0.01%
+10,127
New +$114K
THW
948
abrdn World Healthcare Fund
THW
$536M
$113K 0.01%
+11,019
New +$116K
IGR
949
CBRE Global Real Estate Income Fund
IGR
$718M
$112K 0.01%
+21,093
New +$105K
PMM
950
Franklin Managed Municipal Income Trust
PMM
$269M
$110K 0.01%
+18,473
New +$109K
36 37
38
39 40

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P3I
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EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

B. Riley Wealth Advisors's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 1,037 positions worth $2.13B. Its ten largest holdings account for 25% of the portfolio.

Its largest position is NVIDIA: 699,757 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Consumer Discretionary.

  • B. Riley Wealth Advisors's largest Q2 2025 buy was NVIDIA: 699,757 shares worth $111M.
  • B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
  • B. Riley Wealth Advisors disclosed 1,037 positions in Q2 2025, its first 13F filing on record.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.