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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.21%
17,082
+5,736
102
$1.68M 0.21%
11,113
+253
103
$1.64M 0.2%
20,486
-1,151
104
$1.63M 0.2%
21,735
+833
105
$1.62M 0.2%
33,570
-3,725
106
$1.61M 0.2%
3,702
+1,673
107
$1.56M 0.19%
14,290
-2,084
108
$1.56M 0.19%
16,489
-13,074
109
$1.55M 0.19%
47,248
+8,236
110
$1.55M 0.19%
+34,115
111
$1.55M 0.19%
16,860
-1,003
112
$1.53M 0.19%
29,319
+8,123
113
$1.52M 0.19%
14,350
+507
114
$1.52M 0.19%
18,742
-833
115
$1.5M 0.19%
43,994
+1,222
116
$1.49M 0.19%
13,512
-749
117
$1.49M 0.19%
+66,337
118
$1.47M 0.18%
10,576
+220
119
$1.45M 0.18%
9,167
-447
120
$1.45M 0.18%
15,868
-140
121
$1.44M 0.18%
47,743
+1,335
122
$1.42M 0.18%
38,917
-5,443
123
$1.42M 0.18%
21,239
-604
124
$1.39M 0.17%
+43,871
125
$1.39M 0.17%
5,747
+839
3 4
5
6 7