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
951
$59.5K 0.01%
+3,267
952
$59.5K 0.01%
9,985
+2,511
953
$59.3K 0.01%
+3,500
954
$59.3K 0.01%
7,215
+1,390
955
$59.3K 0.01%
+410
956
$59.1K 0.01%
+900
957
$59.1K 0.01%
1,593
-1,289
958
$59.1K 0.01%
2,184
+195
959
$58.9K 0.01%
820
-1,524
960
$58.7K 0.01%
2,500
-1,000
961
$58.6K 0.01%
+5,222
962
$58.5K 0.01%
+666
963
$58.5K 0.01%
+3,102
964
$58.4K 0.01%
+537
965
$58.3K 0.01%
+2,548
966
$58.3K 0.01%
+125,840
967
$58.3K 0.01%
+2,255
968
$58.3K 0.01%
+1,706
969
$58.1K 0.01%
+1,652
970
$57.9K 0.01%
+1,071
971
$57.6K 0.01%
+1,270
972
$57.5K 0.01%
+1,400
973
$57.4K 0.01%
+2,326
974
$57.3K 0.01%
+832
975
$57.3K 0.01%
+1,500
37 38
39
40 41