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
1151
$37.8K 0.01%
+965
1152
$37.7K 0.01%
+400
1153
$37.7K 0.01%
+1,300
1154
$37.7K 0.01%
+1,799
1155
$37.4K 0.01%
+1,096
1156
$37.2K 0.01%
+750
1157
$36.9K 0.01%
+8,588
1158
$36.9K 0.01%
+795
1159
$36.7K 0.01%
+381
1160
$36.4K 0.01%
+1,805
1161
$36.4K 0.01%
+1,100
1162
$36.2K 0.01%
+1,523
1163
$36.2K 0.01%
4,507
-1,466
1164
$36.1K 0.01%
+625
1165
$36.1K 0.01%
+630
1166
$36.1K 0.01%
+2,305
1167
$36.1K 0.01%
+473
1168
$35.9K 0.01%
+405
1169
$35.9K 0.01%
+2,516
1170
$35.7K 0.01%
+432
1171
$35.7K 0.01%
+1,933
1172
$35.7K 0.01%
+779
1173
$35.6K 0.01%
+576
1174
$35.6K 0.01%
+750
1175
$35.6K 0.01%
+602