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
1326
$27K 0.01%
+1,250
1327
$27K 0.01%
777
-2,150
1328
$27K 0.01%
+565
1329
$27K 0.01%
+1,500
1330
$26.8K 0.01%
+1,741
1331
$26.8K 0.01%
+2,008
1332
$26.8K 0.01%
+41
1333
$26.7K 0.01%
+13
1334
$26.7K 0.01%
+967
1335
$26.7K 0.01%
+602
1336
$26.7K 0.01%
+812
1337
$26.7K 0.01%
+3,869
1338
$26.6K 0.01%
+4,000
1339
$26.6K 0.01%
+1,573
1340
$26.6K 0.01%
+571
1341
$26.5K 0.01%
+340
1342
$26.5K 0.01%
+1,506
1343
$26.4K 0.01%
+557
1344
$26.3K 0.01%
+304
1345
$26.3K 0.01%
+4,311
1346
$26.2K 0.01%
+1,067
1347
$26K 0.01%
+257
1348
$26K 0.01%
+747
1349
$26K 0.01%
+4,500
1350
$25.8K 0.01%
+752