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
1576
$15.7K ﹤0.01%
+700
1577
$15.6K ﹤0.01%
+360
1578
$15.6K ﹤0.01%
+260
1579
$15.6K ﹤0.01%
+48
1580
$15.6K ﹤0.01%
+303
1581
$15.5K ﹤0.01%
+1,097
1582
$15.5K ﹤0.01%
+2,000
1583
$15.5K ﹤0.01%
+445
1584
$15.5K ﹤0.01%
+347
1585
$15.5K ﹤0.01%
+500
1586
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+300
1587
$15.4K ﹤0.01%
+200
1588
$15.4K ﹤0.01%
+312
1589
$15.4K ﹤0.01%
+1,200
1590
$15.4K ﹤0.01%
+630
1591
$15.4K ﹤0.01%
+1,209
1592
$15.4K ﹤0.01%
+100
1593
$15.4K ﹤0.01%
+875
1594
$15.3K ﹤0.01%
+1,021
1595
$15.3K ﹤0.01%
+473
1596
$15.3K ﹤0.01%
+900
1597
$15.3K ﹤0.01%
+225
1598
$15.3K ﹤0.01%
+400
1599
$15.3K ﹤0.01%
+500
1600
$15.2K ﹤0.01%
+281