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
1351
$25.8K 0.01%
+401
1352
$25.6K 0.01%
+6,225
1353
$25.5K 0.01%
+680
1354
$25.4K 0.01%
+752
1355
$25.3K 0.01%
+160
1356
$25.3K 0.01%
+1,900
1357
$25.2K 0.01%
+1,350
1358
$25.2K 0.01%
+1,700
1359
$25.1K 0.01%
+300
1360
$25.1K 0.01%
+140
1361
$25.1K 0.01%
+1,200
1362
$25.1K 0.01%
+303
1363
$25K 0.01%
+201
1364
$25K 0.01%
+1,193
1365
$25K 0.01%
+500
1366
$24.9K 0.01%
+598
1367
$24.9K 0.01%
+410
1368
$24.9K 0.01%
+3,000
1369
$24.9K 0.01%
+517
1370
$24.8K 0.01%
+533
1371
$24.8K 0.01%
2,000
-7,100
1372
$24.8K 0.01%
+1,305
1373
$24.8K 0.01%
+596
1374
$24.5K 0.01%
+500
1375
$24.5K 0.01%
+600