BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.06B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.2%
47,155
-22,490
102
$1.83M 0.2%
18,733
+2,865
103
$1.81M 0.2%
21,555
+1,069
104
$1.81M 0.2%
18,022
+940
105
$1.8M 0.2%
12,779
+1,666
106
$1.79M 0.2%
12,460
+1,884
107
$1.79M 0.2%
21,490
-953
108
$1.76M 0.19%
16,963
+103
109
$1.76M 0.19%
89,583
+19,760
110
$1.75M 0.19%
6,599
+852
111
$1.74M 0.19%
15,595
+1,305
112
$1.73M 0.19%
36,490
+2,920
113
$1.7M 0.19%
23,366
+803
114
$1.69M 0.19%
11,144
+1,977
115
$1.68M 0.18%
4,155
+453
116
$1.64M 0.18%
12,420
+3,192
117
$1.62M 0.18%
19,789
+1,047
118
$1.62M 0.18%
36,136
+4,772
119
$1.62M 0.18%
45,894
+1,900
120
$1.61M 0.18%
28,832
+9,960
121
$1.6M 0.18%
55,650
+13,090
122
$1.6M 0.18%
12,923
+2,447
123
$1.59M 0.17%
+5,788
124
$1.58M 0.17%
20,389
-1,346
125
$1.58M 0.17%
+5,609
3 4
5
6 7