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
1251
$30.9K 0.01%
+419
1252
$30.9K 0.01%
+1,125
1253
– –
0
1254
$30.7K 0.01%
2,457
-4,700
1255
$30.6K 0.01%
+2,425
1256
$30.5K 0.01%
+1,041
1257
$30.5K 0.01%
+655
1258
$30.5K 0.01%
+520
1259
$30.5K 0.01%
524
-1,422
1260
$30.4K 0.01%
+233
1261
$30.2K 0.01%
900
-1,950
1262
$30.2K 0.01%
+2,134
1263
$30.2K 0.01%
+682
1264
$30.2K 0.01%
+600
1265
$30.2K 0.01%
+1,024
1266
$30K 0.01%
+935
1267
$29.9K 0.01%
+2,544
1268
$29.9K 0.01%
+40
1269
$29.9K 0.01%
+903
1270
$29.8K 0.01%
+715
1271
$29.7K 0.01%
+3,613
1272
$29.7K 0.01%
+332
1273
$29.5K 0.01%
+625
1274
$29.4K 0.01%
+267
1275
$29.3K 0.01%
+1,060
49 50
51
52 53