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
1126
$39.9K 0.01%
+380
1127
$39.8K 0.01%
+301
1128
$39.8K 0.01%
+2,520
1129
$39.7K 0.01%
+1,901
1130
$39.6K 0.01%
+2,861
1131
$39.5K 0.01%
+3,000
1132
$39.5K 0.01%
+1,525
1133
$39.3K 0.01%
+1,050
1134
$39.2K 0.01%
+2,475
1135
$39.1K 0.01%
+1,500
1136
$39K 0.01%
+1,416
1137
$38.9K 0.01%
+600
1138
$38.8K 0.01%
+1,086
1139
$38.7K 0.01%
+3,064
1140
$38.7K 0.01%
2,350
-3,025
1141
$38.7K 0.01%
+1,430
1142
$38.6K 0.01%
+326
1143
$38.4K 0.01%
+487
1144
$38.3K 0.01%
+1,495
1145
$38.2K 0.01%
+1,100
1146
$38.2K 0.01%
+1,500
1147
$38.1K 0.01%
31,000
-2,500
1148
$38.1K 0.01%
+2,583
1149
$38K 0.01%
+713
1150
$37.9K 0.01%
+913
44 45
46
47 48