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
1651
$13.4K ﹤0.01%
+1,232
1652
$13.3K ﹤0.01%
+27
1653
$13.3K ﹤0.01%
+2,300
1654
$13.3K ﹤0.01%
+1,077
1655
$13.3K ﹤0.01%
+298
1656
$13.3K ﹤0.01%
+1,000
1657
$13.2K ﹤0.01%
+500
1658
$13.2K ﹤0.01%
+250
1659
$13.2K ﹤0.01%
1,493
-4,000
1660
$13.2K ﹤0.01%
+350
1661
$13.2K ﹤0.01%
+400
1662
$13.1K ﹤0.01%
+311
1663
$13.1K ﹤0.01%
+70
1664
$13K ﹤0.01%
+133
1665
$13K ﹤0.01%
+200
1666
$13K ﹤0.01%
+8,607
1667
$12.9K ﹤0.01%
900
-98,797
1668
$12.8K ﹤0.01%
+1,405
1669
$12.8K ﹤0.01%
+271
1670
$12.8K ﹤0.01%
345
-18,425
1671
$12.8K ﹤0.01%
+700
1672
$12.8K ﹤0.01%
+426
1673
$12.8K ﹤0.01%
+255
1674
$12.8K ﹤0.01%
+200
1675
$12.7K ﹤0.01%
+533
65 66
67
68 69