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
1101
$42.9K 0.01%
+900
1102
$42.6K 0.01%
+1,053
1103
$42.5K 0.01%
+1,144
1104
$42.4K 0.01%
+2,962
1105
$42.2K 0.01%
+544
1106
$42.1K 0.01%
+2,500
1107
$41.8K 0.01%
+148
1108
$41.8K 0.01%
+1,000
1109
$41.6K 0.01%
+6,150
1110
$41.5K 0.01%
+130
1111
$41.4K 0.01%
+858
1112
$41.2K 0.01%
+600
1113
$41K 0.01%
+800
1114
$41K 0.01%
+1,200
1115
$40.9K 0.01%
+1,192
1116
$40.7K 0.01%
+83
1117
$40.6K 0.01%
+3,335
1118
$40.4K 0.01%
+1,034
1119
$40.4K 0.01%
+2,300
1120
$40.3K 0.01%
+692
1121
$40.2K 0.01%
+790
1122
$40.2K 0.01%
642
-1,928
1123
$40.2K 0.01%
1,500
-2,300
1124
$40.1K 0.01%
+290
1125
$39.9K 0.01%
+177
43 44
45
46 47