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 9.69%
2 Energy 9.15%
3 Financials 8.59%
4 Healthcare 8.23%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$29.3K 0.01%
+457
1277
$29.2K 0.01%
+850
1278
$29.1K 0.01%
+2,086
1279
$29.1K 0.01%
+887
1280
$28.9K 0.01%
+924
1281
$28.9K 0.01%
+1,821
1282
$28.7K 0.01%
+2,600
1283
$28.7K 0.01%
+454
1284
$28.7K 0.01%
+2,200
1285
$28.7K 0.01%
+820
1286
$28.6K 0.01%
+458
1287
$28.6K 0.01%
+1,700
1288
$28.6K 0.01%
+733
1289
$28.5K 0.01%
+1,475
1290
$28.5K 0.01%
+2,228
1291
$28.4K 0.01%
2,865
-9,158
1292
$28.4K 0.01%
+670
1293
$28.3K 0.01%
+2,298
1294
$28.3K 0.01%
+800
1295
$28.3K 0.01%
+2,200
1296
$28.2K 0.01%
+2,000
1297
$28.2K 0.01%
+2,000
1298
$28.1K 0.01%
+554
1299
$28.1K 0.01%
+1,080
1300
$28.1K 0.01%
+1,000
50 51
52
53 54