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
1376
0
1377
$24.4K 0.01%
9,896
+398
1378
$24.4K 0.01%
+276
1379
$24.4K 0.01%
+1,354
1380
$24.4K 0.01%
+325
1381
$24.1K 0.01%
982
-9,105
1382
$24.1K 0.01%
+4,000
1383
$24K 0.01%
450
-2,268
1384
$24K 0.01%
+1,412
1385
$23.9K 0.01%
+706
1386
$23.9K 0.01%
+500
1387
$23.9K 0.01%
+500
1388
$23.8K 0.01%
+3,500
1389
$23.8K 0.01%
+460
1390
$23.8K 0.01%
+6,400
1391
$23.8K 0.01%
+2,237
1392
$23.7K 0.01%
+1,431
1393
$23.6K 0.01%
+1,960
1394
$23.6K 0.01%
+1,005
1395
$23.6K 0.01%
+500
1396
$23.5K 0.01%
+506
1397
$23.5K 0.01%
+1,283
1398
$23.5K 0.01%
+24
1399
$23.3K 0.01%
+2,482
1400
$23.2K 0.01%
+800