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
1451
$21K ﹤0.01%
+2,400
1452
$21K ﹤0.01%
+1,500
1453
$20.8K ﹤0.01%
+1,000
1454
$20.8K ﹤0.01%
+516
1455
$20.8K ﹤0.01%
+914
1456
$20.7K ﹤0.01%
+499
1457
$20.6K ﹤0.01%
+350
1458
$20.6K ﹤0.01%
+1,122
1459
$20.6K ﹤0.01%
+1,084
1460
$20.6K ﹤0.01%
+13
1461
$20.5K ﹤0.01%
+306
1462
$20.5K ﹤0.01%
+524
1463
$20.4K ﹤0.01%
+1,012
1464
$20.3K ﹤0.01%
+666
1465
$20.2K ﹤0.01%
+609
1466
$20.1K ﹤0.01%
+541
1467
$20.1K ﹤0.01%
+912
1468
$20.1K ﹤0.01%
+470
1469
$20.1K ﹤0.01%
+162
1470
$20K ﹤0.01%
+585
1471
$19.9K ﹤0.01%
+1,000
1472
$19.9K ﹤0.01%
+320
1473
$19.9K ﹤0.01%
+5
1474
$19.8K ﹤0.01%
+800
1475
$19.8K ﹤0.01%
+2,000
57 58
59
60 61