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
1526
$17.4K ﹤0.01%
+484
1527
$17.3K ﹤0.01%
+492
1528
$17.3K ﹤0.01%
+357
1529
$17.3K ﹤0.01%
+516
1530
$17.3K ﹤0.01%
+300
1531
$17.2K ﹤0.01%
+178
1532
$17.1K ﹤0.01%
377
-2,750
1533
$17.1K ﹤0.01%
+1,091
1534
$17.1K ﹤0.01%
+2,453
1535
$16.9K ﹤0.01%
+1,735
1536
$16.9K ﹤0.01%
+1,286
1537
$16.9K ﹤0.01%
1,509
1538
$16.8K ﹤0.01%
+1,700
1539
$16.8K ﹤0.01%
+400
1540
$16.8K ﹤0.01%
+625
1541
$16.8K ﹤0.01%
+600
1542
$16.7K ﹤0.01%
+3,333
1543
$16.7K ﹤0.01%
+1,333
1544
$16.7K ﹤0.01%
+270
1545
$16.5K ﹤0.01%
+600
1546
$16.5K ﹤0.01%
+575
1547
$16.5K ﹤0.01%
+1,128
1548
$16.4K ﹤0.01%
+136
1549
$16.4K ﹤0.01%
+880
1550
$16.3K ﹤0.01%
+663