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
126
$767K 0.18%
25,924
+19,788
127
$764K 0.18%
12,168
+6,205
128
$762K 0.18%
14,328
+11,294
129
$750K 0.18%
15,989
+7,574
130
$742K 0.17%
26,329
+13,204
131
$730K 0.17%
18,166
+5,655
132
$730K 0.17%
26,244
+12,279
133
$717K 0.17%
29,500
+15,490
134
$709K 0.17%
16,106
+8,363
135
$707K 0.17%
26,281
+12,934
136
$691K 0.16%
12,966
+6,945
137
$688K 0.16%
35,550
+22,020
138
$687K 0.16%
42,944
+23,928
139
$685K 0.16%
64,088
+25,755
140
$683K 0.16%
24,571
+11,257
141
$683K 0.16%
+8,090
142
$667K 0.16%
25,096
+20,472
143
$666K 0.16%
72,318
+48,183
144
$664K 0.16%
19,490
+13,483
145
$655K 0.15%
96,020
+48,412
146
$650K 0.15%
56,559
+30,677
147
$649K 0.15%
56,121
+36,670
148
$649K 0.15%
+6,259
149
$648K 0.15%
27,328
+12,670
150
$648K 0.15%
210,703
+153,945
4 5
6
7 8