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
976
$57.3K 0.01%
+1,177
977
$57.1K 0.01%
+704
978
$56.2K 0.01%
+350
979
$55.8K 0.01%
+1,219
980
$55.7K 0.01%
+1,808
981
$55.7K 0.01%
+1,255
982
$55.6K 0.01%
3,100
-600
983
$55.4K 0.01%
+532
984
$55.4K 0.01%
+1,350
985
$55.4K 0.01%
+400
986
$55.1K 0.01%
+5
987
$54.9K 0.01%
+1,300
988
$54.7K 0.01%
+643
989
$54.7K 0.01%
+3,425
990
$54.6K 0.01%
+11,415
991
$54.6K 0.01%
+564
992
$54.3K 0.01%
+2,372
993
$54.3K 0.01%
+1,241
994
$54K 0.01%
+2,069
995
$54K 0.01%
+725
996
$54K 0.01%
+3,694
997
$53.9K 0.01%
+919
998
$53.8K 0.01%
+493
999
$53.8K 0.01%
+2,339
1000
$53.7K 0.01%
+1,725
38 39
40
41 42