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
1426
$21.6K 0.01%
+2,407
1427
$21.6K 0.01%
+332
1428
$21.6K 0.01%
+861
1429
$21.6K 0.01%
+301
1430
$21.5K 0.01%
+500
1431
$21.5K 0.01%
+25,000
1432
$21.5K 0.01%
+141
1433
$21.5K 0.01%
+600
1434
$21.5K 0.01%
+620
1435
$21.5K 0.01%
+600
1436
$21.5K 0.01%
+390
1437
$21.4K 0.01%
+200
1438
$21.4K 0.01%
+150
1439
$21.3K 0.01%
+1,205
1440
$21.3K 0.01%
+90
1441
$21.3K 0.01%
+1,000
1442
$21.3K 0.01%
+823
1443
$21.2K 0.01%
+658
1444
$21.2K 0.01%
+1,074
1445
$21.2K 0.01%
+700
1446
$21.1K 0.01%
+1,500
1447
$21.1K 0.01%
+3,450
1448
$21.1K 0.01%
+1,200
1449
$21.1K 0.01%
+781
1450
$21.1K ﹤0.01%
+400
56 57
58
59 60