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
1676
$12.7K ﹤0.01%
+1,206
1677
$12.6K ﹤0.01%
+84
1678
$12.6K ﹤0.01%
+917
1679
$12.6K ﹤0.01%
+586
1680
$12.6K ﹤0.01%
+664
1681
$12.6K ﹤0.01%
+1,500
1682
$12.5K ﹤0.01%
+218
1683
$12.5K ﹤0.01%
+500
1684
$12.5K ﹤0.01%
+1,020
1685
$12.4K ﹤0.01%
+200
1686
$12.4K ﹤0.01%
+800
1687
$12.4K ﹤0.01%
+260
1688
$12.4K ﹤0.01%
+400
1689
$12.3K ﹤0.01%
+44
1690
$12.2K ﹤0.01%
+500
1691
$12.2K ﹤0.01%
+706
1692
$12.1K ﹤0.01%
+1,287
1693
$12.1K ﹤0.01%
+229
1694
$12.1K ﹤0.01%
+1,000
1695
$12.1K ﹤0.01%
+20
1696
$12.1K ﹤0.01%
+250
1697
$12K ﹤0.01%
+134
1698
$12K ﹤0.01%
+1,600
1699
$12K ﹤0.01%
+1,000
1700
$12K ﹤0.01%
+266
66 67
68
69 70