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
1601
$15.2K ﹤0.01%
+713
1602
$15.1K ﹤0.01%
+334
1603
$15.1K ﹤0.01%
+5,500
1604
$15.1K ﹤0.01%
+568
1605
$14.9K ﹤0.01%
+410
1606
$14.9K ﹤0.01%
+170
1607
$14.8K ﹤0.01%
+558
1608
$14.8K ﹤0.01%
+639
1609
$14.8K ﹤0.01%
+1
1610
$14.8K ﹤0.01%
+173
1611
$14.8K ﹤0.01%
+840
1612
$14.8K ﹤0.01%
+180
1613
$14.8K ﹤0.01%
+255
1614
$14.8K ﹤0.01%
+233
1615
$14.7K ﹤0.01%
+140
1616
$14.7K ﹤0.01%
+452
1617
$14.6K ﹤0.01%
+400
1618
$14.6K ﹤0.01%
+900
1619
$14.6K ﹤0.01%
+363
1620
$14.6K ﹤0.01%
+57
1621
$14.5K ﹤0.01%
+105
1622
$14.5K ﹤0.01%
+185
1623
$14.5K ﹤0.01%
+153
1624
$14.3K ﹤0.01%
+500
1625
$14.3K ﹤0.01%
+300