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
$801M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.55M
3
+$1.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.44M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.41M

Top Sells

1
+$5.33M
2
+$4.47M
3
+$3.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.04M
5
META icon
Meta Platforms (Facebook)
META
+$2.55M

Sector Composition

1 Technology 9.66%
2 Healthcare 7.14%
3 Financials 6.77%
4 Communication Services 6.46%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.17%
+79,224
127
$1.38M 0.17%
12,216
+76
128
$1.38M 0.17%
19,046
-188
129
$1.37M 0.17%
+51,935
130
$1.37M 0.17%
7,703
+1,701
131
$1.37M 0.17%
52,810
+688
132
$1.36M 0.17%
20,537
-1,463
133
$1.36M 0.17%
15,980
+2,502
134
$1.35M 0.17%
31,364
-6,228
135
$1.34M 0.17%
13,480
+8,195
136
$1.32M 0.17%
25,578
+5,190
137
$1.32M 0.16%
31,002
+40
138
$1.32M 0.16%
69,823
-5,082
139
$1.31M 0.16%
6,536
+1,015
140
$1.3M 0.16%
120,799
+90,148
141
$1.3M 0.16%
25,357
+13,082
142
$1.29M 0.16%
8,100
+176
143
$1.28M 0.16%
42,560
-21,960
144
$1.28M 0.16%
25,413
+1,624
145
$1.27M 0.16%
7,236
-23
146
$1.26M 0.16%
24,158
+676
147
$1.26M 0.16%
12,916
+597
148
$1.26M 0.16%
7,641
-89
149
$1.25M 0.16%
20,881
+10,998
150
$1.25M 0.16%
9,228
+586
4 5
6
7 8