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
1026
$50.6K 0.01%
+44
1027
$50.6K 0.01%
+1,789
1028
$50.5K 0.01%
+661
1029
$50.4K 0.01%
+4,000
1030
$50.2K 0.01%
+1,532
1031
$50.1K 0.01%
1,943
-1,940
1032
$50K 0.01%
+641
1033
$50K 0.01%
+1,405
1034
$49.9K 0.01%
+400
1035
$49.6K 0.01%
847
-653
1036
$49.4K 0.01%
+1,200
1037
$49.3K 0.01%
344
-80
1038
$49.3K 0.01%
+1,451
1039
$49.1K 0.01%
+902
1040
$49K 0.01%
+1,695
1041
$48.6K 0.01%
+5,135
1042
$48.6K 0.01%
+4,830
1043
$48.5K 0.01%
+606
1044
$48.3K 0.01%
+2,092
1045
$48.3K 0.01%
+1,000
1046
$48.1K 0.01%
+1,155
1047
$48K 0.01%
+412
1048
$48K 0.01%
+651
1049
$47.9K 0.01%
+3,068
1050
$47.7K 0.01%
+438
40 41
42
43 44