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
1501
$18.6K ﹤0.01%
+2,494
1502
$18.5K ﹤0.01%
+2,300
1503
$18.5K ﹤0.01%
+800
1504
$18.4K ﹤0.01%
+200
1505
$18.4K ﹤0.01%
+2,000
1506
$18.3K ﹤0.01%
+1,126
1507
$18.3K ﹤0.01%
+500
1508
$18.2K ﹤0.01%
+360
1509
$18.1K ﹤0.01%
+1,499
1510
$18K ﹤0.01%
+251
1511
$18K ﹤0.01%
+1,000
1512
$18K ﹤0.01%
+704
1513
$18K ﹤0.01%
+484
1514
$17.9K ﹤0.01%
+160
1515
$17.9K ﹤0.01%
+537
1516
$17.8K ﹤0.01%
+733
1517
$17.7K ﹤0.01%
+220
1518
$17.7K ﹤0.01%
+2,142
1519
$17.7K ﹤0.01%
+400
1520
$17.6K ﹤0.01%
+118
1521
$17.5K ﹤0.01%
+518
1522
$17.5K ﹤0.01%
+870
1523
$17.5K ﹤0.01%
+2,550
1524
$17.5K ﹤0.01%
+675
1525
$17.4K ﹤0.01%
+200
59 60
61
62 63