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
$913M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.88M
3
+$3.46M
4
META icon
Meta Platforms (Facebook)
META
+$3.29M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.05M

Top Sells

1
+$2.9M
2
+$1.53M
3
+$1.49M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.42M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.39M

Sector Composition

1 Technology 10.15%
2 Financials 7.22%
3 Healthcare 7.09%
4 Communication Services 6.51%
5 Consumer Discretionary 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.55M 0.17%
16,743
+254
127
$1.54M 0.17%
29,957
+4,379
128
$1.54M 0.17%
14,268
-10,556
129
$1.52M 0.17%
19,467
-13,172
130
$1.52M 0.17%
43,585
-3,663
131
$1.51M 0.17%
138,496
+17,697
132
$1.5M 0.16%
13,693
+181
133
$1.49M 0.16%
21,312
+2,452
134
$1.48M 0.16%
12,424
+1,491
135
$1.47M 0.16%
7,566
-75
136
$1.47M 0.16%
39,828
+911
137
$1.46M 0.16%
55,210
+2,400
138
$1.46M 0.16%
12,529
+1,844
139
$1.44M 0.16%
14,220
+6,137
140
$1.43M 0.16%
12,832
-585
141
$1.39M 0.15%
32,466
+1,464
142
$1.39M 0.15%
4,730
+1,098
143
$1.39M 0.15%
26,205
-3,114
144
$1.36M 0.15%
14,566
+2,939
145
$1.36M 0.15%
25,265
+3,807
146
$1.34M 0.15%
13,260
+344
147
$1.34M 0.15%
25,915
+558
148
$1.34M 0.15%
9,800
+995
149
$1.34M 0.15%
9,073
+610
150
$1.31M 0.14%
7,111
-125
4 5
6
7 8