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
1051
$47.7K 0.01%
+704
1052
$47.3K 0.01%
+1,488
1053
$47.3K 0.01%
1,100
1054
$47.3K 0.01%
+996
1055
$47.3K 0.01%
80,000
+70,000
1056
$46.9K 0.01%
+609
1057
$46.7K 0.01%
+1,138
1058
$46.7K 0.01%
+1,562
1059
$46.7K 0.01%
+729
1060
$46.7K 0.01%
+150
1061
$46.5K 0.01%
+171
1062
$46.5K 0.01%
+8,166
1063
$46.5K 0.01%
+971
1064
$46.3K 0.01%
+2,797
1065
$46.3K 0.01%
+367
1066
$46K 0.01%
+5,519
1067
$45.7K 0.01%
4,906
-12,880
1068
$45.7K 0.01%
+2,655
1069
$45.6K 0.01%
+2,916
1070
$45.5K 0.01%
+450
1071
$45.5K 0.01%
+1,448
1072
$45.5K 0.01%
+884
1073
$45.4K 0.01%
3,921
1074
$45.4K 0.01%
+600
1075
$45.2K 0.01%
+826
41 42
43
44 45