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
1626
$14.3K ﹤0.01%
+462
1627
$14.3K ﹤0.01%
+377
1628
$14.2K ﹤0.01%
+1,104
1629
$14.2K ﹤0.01%
+511
1630
$14.2K ﹤0.01%
+1,030
1631
$14.1K ﹤0.01%
+195
1632
$14K ﹤0.01%
+238
1633
$13.9K ﹤0.01%
+1,000
1634
$13.8K ﹤0.01%
+700
1635
$13.8K ﹤0.01%
+118
1636
$13.8K ﹤0.01%
+600
1637
$13.8K ﹤0.01%
+411
1638
$13.7K ﹤0.01%
+190
1639
$13.6K ﹤0.01%
+228
1640
$13.6K ﹤0.01%
+307
1641
$13.6K ﹤0.01%
+144
1642
$13.6K ﹤0.01%
+341
1643
$13.6K ﹤0.01%
+510
1644
$13.5K ﹤0.01%
+400
1645
$13.5K ﹤0.01%
+830
1646
$13.5K ﹤0.01%
+500
1647
$13.4K ﹤0.01%
+750
1648
$13.4K ﹤0.01%
+2,000
1649
$13.4K ﹤0.01%
+258
1650
$13.4K ﹤0.01%
+427