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
1176
$35.5K 0.01%
+1,850
1177
$35.4K 0.01%
+626
1178
$35.3K 0.01%
+2,619
1179
$35.3K 0.01%
+835
1180
$35.2K 0.01%
+899
1181
$35K 0.01%
12,425
-26,000
1182
$34.9K 0.01%
+2,162
1183
$34.7K 0.01%
+840
1184
$34.6K 0.01%
+2,378
1185
$34.5K 0.01%
+554
1186
$34.5K 0.01%
+474
1187
$34.4K 0.01%
+474
1188
$34.4K 0.01%
+341
1189
$34.2K 0.01%
+1,500
1190
$34.2K 0.01%
+548
1191
$34.1K 0.01%
+1,894
1192
$34.1K 0.01%
4,755
-1,500
1193
$34.1K 0.01%
+512
1194
$33.9K 0.01%
+2,300
1195
$33.9K 0.01%
+3,000
1196
$33.9K 0.01%
+5,000
1197
$33.8K 0.01%
+232
1198
$33.8K 0.01%
+1,533
1199
$33.8K 0.01%
+1,308
1200
$33.8K 0.01%
+300