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
1226
$32K 0.01%
+237
1227
$31.9K 0.01%
908
-15
1228
$31.9K 0.01%
2,122
-28,281
1229
$31.9K 0.01%
+250
1230
$31.9K 0.01%
+618
1231
$31.9K 0.01%
+640
1232
$31.9K 0.01%
+1,060
1233
$31.7K 0.01%
+1,800
1234
$31.7K 0.01%
+3,075
1235
$31.7K 0.01%
+4,440
1236
$31.6K 0.01%
+432
1237
$31.5K 0.01%
+2,600
1238
$31.5K 0.01%
+1,969
1239
$31.5K 0.01%
+3,456
1240
$31.4K 0.01%
+1,700
1241
$31.3K 0.01%
+766
1242
$31.3K 0.01%
+504
1243
$31.3K 0.01%
+1,851
1244
$31.2K 0.01%
+2,550
1245
$31.2K 0.01%
+1,884
1246
$31.2K 0.01%
+807
1247
$31.1K 0.01%
+10,180
1248
$31K 0.01%
+1,300
1249
$31K 0.01%
+483
1250
$31K 0.01%
+563
48 49
50
51 52