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
1476
$19.7K ﹤0.01%
+677
1477
$19.7K ﹤0.01%
+550
1478
$19.6K ﹤0.01%
+2,070
1479
$19.4K ﹤0.01%
+250
1480
$19.3K ﹤0.01%
+291
1481
$19.2K ﹤0.01%
+960
1482
$19.1K ﹤0.01%
+200
1483
$19.1K ﹤0.01%
+500
1484
$19.1K ﹤0.01%
+100
1485
$19.1K ﹤0.01%
+2,039
1486
$19.1K ﹤0.01%
+857
1487
$18.9K ﹤0.01%
+300
1488
$18.9K ﹤0.01%
+900
1489
$18.8K ﹤0.01%
+1,674
1490
$18.7K ﹤0.01%
+2,106
1491
$18.7K ﹤0.01%
+500
1492
$18.7K ﹤0.01%
+393
1493
$18.7K ﹤0.01%
+279
1494
$18.7K ﹤0.01%
+600
1495
$18.6K ﹤0.01%
+647
1496
$18.6K ﹤0.01%
+700
1497
$18.6K ﹤0.01%
+1,967
1498
$18.6K ﹤0.01%
+1,239
1499
$18.6K ﹤0.01%
+1,380
1500
$18.6K ﹤0.01%
+266