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
1001
$53.6K 0.01%
+1,142
1002
$53.6K 0.01%
+830
1003
$53.3K 0.01%
+104
1004
$53.2K 0.01%
+1,946
1005
$53.2K 0.01%
+1,300
1006
$53.2K 0.01%
+1,055
1007
$53K 0.01%
+1,385
1008
$52.8K 0.01%
928
-200
1009
$52.7K 0.01%
4,021
-11,940
1010
$52.5K 0.01%
+1,017
1011
$52.5K 0.01%
+369
1012
$52.3K 0.01%
5,542
-1,814
1013
$52.2K 0.01%
1,462
-4,251
1014
$51.9K 0.01%
+1,900
1015
$51.7K 0.01%
+1,900
1016
$51.5K 0.01%
3,574
-700
1017
$51.3K 0.01%
+4,000
1018
$51.2K 0.01%
+1,392
1019
$51.1K 0.01%
+1,030
1020
$51.1K 0.01%
+1,392
1021
$51.1K 0.01%
+508
1022
$51.1K 0.01%
22,215
-600
1023
$50.9K 0.01%
+3,296
1024
$50.9K 0.01%
+3,148
1025
$50.8K 0.01%
9,000
-7,500
39 40
41
42 43