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
1701
$12K ﹤0.01%
+358
1702
$12K ﹤0.01%
+825
1703
$11.9K ﹤0.01%
+504
1704
$11.9K ﹤0.01%
+3
1705
$11.9K ﹤0.01%
+169
1706
$11.8K ﹤0.01%
+697
1707
$11.8K ﹤0.01%
+350
1708
$11.8K ﹤0.01%
+988
1709
$11.8K ﹤0.01%
+900
1710
$11.8K ﹤0.01%
+16
1711
$11.8K ﹤0.01%
+110
1712
$11.8K ﹤0.01%
+1,700
1713
$11.7K ﹤0.01%
+600
1714
$11.7K ﹤0.01%
+200
1715
$11.7K ﹤0.01%
+252
1716
$11.7K ﹤0.01%
+400
1717
$11.6K ﹤0.01%
+855
1718
$11.6K ﹤0.01%
+250
1719
$11.6K ﹤0.01%
+183
1720
$11.6K ﹤0.01%
+380
1721
$11.5K ﹤0.01%
+1,100
1722
$11.5K ﹤0.01%
+350
1723
$11.5K ﹤0.01%
+223
1724
$11.5K ﹤0.01%
+420
1725
$11.5K ﹤0.01%
+854