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
1076
$45.2K 0.01%
+1,067
1077
$45.1K 0.01%
+560
1078
$45K 0.01%
+846
1079
$44.7K 0.01%
+825
1080
$44.6K 0.01%
+610
1081
$44.5K 0.01%
+189
1082
$44.4K 0.01%
+2,343
1083
$44.4K 0.01%
133
-173
1084
$44.3K 0.01%
13,800
-4,000
1085
$44.1K 0.01%
+3,380
1086
$44.1K 0.01%
+388
1087
$44K 0.01%
5,184
+70
1088
$43.9K 0.01%
+799
1089
$43.8K 0.01%
+1,332
1090
$43.8K 0.01%
+4,033
1091
$43.6K 0.01%
2,190
-1,487
1092
$43.5K 0.01%
+3,500
1093
$43.5K 0.01%
+1,649
1094
$43.3K 0.01%
+400
1095
$43.3K 0.01%
+986
1096
$43.3K 0.01%
+701
1097
$43.2K 0.01%
5,067
+81
1098
$43K 0.01%
+338
1099
$43K 0.01%
+309
1100
$43K 0.01%
+713
42 43
44
45 46