BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.29%
75,159
+6,984
77
$2.65M 0.29%
31,594
-1,827
78
$2.65M 0.29%
61,662
-5,074
79
$2.57M 0.28%
53,564
+1,373
80
$2.55M 0.28%
217,776
+9,366
81
$2.54M 0.28%
83,003
+808
82
$2.5M 0.27%
60,942
+1,225
83
$2.49M 0.27%
191,986
-21,889
84
$2.46M 0.27%
14,129
+1,581
85
$2.4M 0.26%
33,099
-994
86
$2.38M 0.26%
19,139
-269
87
$2.25M 0.25%
73,337
+33,653
88
$2.14M 0.23%
74,162
+1,284
89
$2.07M 0.23%
10,055
+528
90
$2.02M 0.22%
12,965
-974
91
$2.01M 0.22%
+64,966
92
$2.01M 0.22%
25,499
+3,243
93
$2.01M 0.22%
36,783
+19,652
94
$2M 0.22%
21,545
-475
95
$1.96M 0.22%
11,597
-710
96
$1.95M 0.21%
20,267
-150
97
$1.95M 0.21%
16,937
+2,587
98
$1.93M 0.21%
21,994
+6,014
99
$1.85M 0.2%
16,046
+3,830
100
$1.83M 0.2%
40,217
+3,545
2 3
4
5 6