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
1401
$23.1K 0.01%
+652
1402
$23.1K 0.01%
+1,000
1403
$23.1K 0.01%
+1,415
1404
$23.1K 0.01%
1,500
-4,850
1405
$23K 0.01%
+440
1406
$22.9K 0.01%
+250
1407
$22.8K 0.01%
+1,805
1408
$22.6K 0.01%
+208
1409
$22.6K 0.01%
+5,509
1410
$22.6K 0.01%
+1,857
1411
$22.5K 0.01%
+1,014
1412
$22.4K 0.01%
+452
1413
$22.4K 0.01%
+64,000
1414
$22.3K 0.01%
+235
1415
$22.3K 0.01%
+1,250
1416
$22.1K 0.01%
+499
1417
$22.1K 0.01%
+900
1418
$22.1K 0.01%
+2,100
1419
$21.9K 0.01%
+625
1420
$21.9K 0.01%
+750
1421
$21.9K 0.01%
+3,942
1422
$21.9K 0.01%
+292
1423
$21.8K 0.01%
+4,000
1424
$21.8K 0.01%
+2,861
1425
$21.7K 0.01%
14,753
-714