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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.3%
19,877
+3,742
77
$2.43M 0.3%
39,969
-49,921
78
$2.43M 0.3%
12,591
+6,925
79
$2.35M 0.29%
208,410
-1,002
80
$2.31M 0.29%
19,408
-1,949
81
$2.3M 0.29%
22,129
+3,261
82
$2.24M 0.28%
9,509
+941
83
$2.21M 0.28%
25,526
+15,984
84
$2.18M 0.27%
68,175
+2,448
85
$2.13M 0.27%
13,939
+433
86
$2.12M 0.27%
72,878
+4,648
87
$2.08M 0.26%
7,822
+799
88
$2.06M 0.26%
12,307
+367
89
$2.03M 0.25%
66,736
-816
90
$2.02M 0.25%
6,818
+816
91
$2.02M 0.25%
22,020
-4,065
92
$1.99M 0.25%
12,548
+504
93
$1.97M 0.25%
20,417
-459
94
$1.96M 0.24%
22,256
+5,844
95
$1.91M 0.24%
17,734
+1,718
96
$1.88M 0.24%
9,527
-328
97
$1.82M 0.23%
22,443
-4,991
98
$1.82M 0.23%
22,563
+4,405
99
$1.76M 0.22%
36,672
+2,030
100
$1.74M 0.22%
13,417
+172
2 3
4
5 6