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
1201
$33.7K 0.01%
+188
1202
$33.6K 0.01%
+545
1203
$33.6K 0.01%
+974
1204
$33.5K 0.01%
+927
1205
$33.4K 0.01%
+3,114
1206
$33.4K 0.01%
+600
1207
$33.3K 0.01%
+447
1208
$33.1K 0.01%
+583
1209
$33K 0.01%
+3,800
1210
$33K 0.01%
+960
1211
$32.8K 0.01%
+160
1212
$32.8K 0.01%
+1,800
1213
$32.7K 0.01%
+418
1214
$32.6K 0.01%
+2,034
1215
$32.5K 0.01%
+1,408
1216
$32.5K 0.01%
+1,611
1217
$32.4K 0.01%
+484
1218
$32.2K 0.01%
9,341
-2,800
1219
$32.1K 0.01%
+600
1220
$32.1K 0.01%
+1,000
1221
$32.1K 0.01%
+1,138
1222
$32.1K 0.01%
+500
1223
$32.1K 0.01%
+26
1224
$32.1K 0.01%
+666
1225
$32K 0.01%
+915
47 48
49
50 51