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
1551
$16.3K ﹤0.01%
+5,500
1552
$16.3K ﹤0.01%
+1,017
1553
$16.3K ﹤0.01%
+182
1554
$16.3K ﹤0.01%
+400
1555
$16.3K ﹤0.01%
+1,118
1556
$16.2K ﹤0.01%
+940
1557
$16.2K ﹤0.01%
+790
1558
$16.2K ﹤0.01%
+1,898
1559
$16.1K ﹤0.01%
+500
1560
$16K ﹤0.01%
+78
1561
$16K ﹤0.01%
+300
1562
$16K ﹤0.01%
+601
1563
$16K ﹤0.01%
+453
1564
$16K ﹤0.01%
+594
1565
$16K ﹤0.01%
+480
1566
$16K ﹤0.01%
+738
1567
$15.9K ﹤0.01%
+238
1568
$15.9K ﹤0.01%
+500
1569
$15.9K ﹤0.01%
+214
1570
$15.9K ﹤0.01%
+594
1571
$15.8K ﹤0.01%
274
1572
$15.7K ﹤0.01%
+3,063
1573
$15.7K ﹤0.01%
+550
1574
$15.7K ﹤0.01%
+401
1575
$15.7K ﹤0.01%
+303